+565.7%
AMZN vs HBAN
+163.4%
+402.2%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HBAN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +0.8% | +1.2% | +1.8% |
| 7D | -0.7% | -1.0% | +0.3% | -0.4% |
| 30D | -3.9% | -5.6% | +1.7% | -2.7% |
| 3M | +6.3% | -1.1% | +7.5% | +6.5% |
| 6M | +20.8% | +9.9% | +10.9% | +18.0% |
| YTD | +11.2% | -0.9% | +12.2% | +11.0% |
| 1Y | +11.7% | -1.4% | +13.1% | +11.3% |
| 3Y | +79.4% | +78.2% | +1.2% | +57.4% |
| 5Y | +48.0% | +37.0% | +11.0% | +35.3% |
| All | +565.7% | +163.4% | +402.2% | +473.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling