+1,062.5%
APH vs HBAN
+154.3%
+908.1%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HBAN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.8% | +0.3% | -0.2% |
| 7D | +1.6% | -1.5% | +3.1% | +2.2% |
| 30D | -3.0% | -5.5% | +2.5% | -0.9% |
| 3M | +5.7% | -0.2% | +6.0% | +5.5% |
| 6M | +20.0% | +5.2% | +14.8% | +17.4% |
| YTD | +20.8% | -2.3% | +23.1% | +20.8% |
| 1Y | +40.2% | -2.2% | +42.4% | +39.6% |
| 3Y | +288.1% | +73.8% | +214.3% | +205.5% |
| 5Y | +352.5% | +35.2% | +317.3% | +280.5% |
| 10Y | +1,062.5% | +155.4% | +907.1% | +649.6% |
| All | +1,062.5% | +154.3% | +908.1% | +649.6% |
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