+247.2%
AMAT vs HBAN
+38.8%
+208.5%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HBAN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | -0.2% | +4.5% | +4.4% |
| 7D | -1.5% | +0.7% | -2.2% | -1.8% |
| 30D | -14.8% | -3.2% | -11.6% | -13.4% |
| 3M | -9.3% | +4.0% | -13.2% | -11.1% |
| 6M | +27.4% | +3.1% | +24.3% | +25.2% |
| YTD | +77.6% | 0.0% | +77.5% | +75.7% |
| 1Y | +188.9% | -1.2% | +190.1% | +186.3% |
| 3Y | +202.3% | +72.5% | +129.8% | +120.4% |
| All | +247.2% | +38.8% | +208.5% | +178.7% |
Cumulative growth
Daily Returns
Daily percentage return beside HBAN.
Daily Out/Under-Performance
Portfolio return minus HBAN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HBAN return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded HBAN wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling