+79.4%
AMZN vs HBAN
+74.3%
+5.1%
-30.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HBAN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +0.8% | +1.2% | +1.7% |
| 7D | -0.7% | -1.0% | +0.3% | -0.3% |
| 30D | -3.9% | -5.6% | +1.7% | -2.0% |
| 3M | +6.3% | -1.1% | +7.5% | +6.6% |
| 6M | +20.8% | +9.9% | +10.9% | +16.3% |
| YTD | +11.2% | -0.9% | +12.2% | +10.4% |
| 1Y | +11.7% | -1.4% | +13.1% | +10.8% |
| 3Y | +79.4% | +78.2% | +1.2% | +56.2% |
| All | +79.4% | +74.3% | +5.1% | +56.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling