+11.3%
APH vs HBAN
+4.1%
+7.2%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HBAN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +0.3% | -1.1% | -0.9% |
| 7D | +0.4% | -1.1% | +1.5% | +0.8% |
| 30D | -8.0% | +3.1% | -11.1% | -8.7% |
| 3M | -5.0% | -9.8% | +4.8% | -2.0% |
| 6M | +29.9% | +1.4% | +28.5% | +28.6% |
| YTD | +18.0% | -5.8% | +23.8% | +14.6% |
| 1Y | +11.3% | +4.2% | +7.1% | +5.5% |
| All | +11.3% | +4.1% | +7.2% | +5.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling