+306.4%
APH vs HBAN
+23.5%
+282.9%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HBAN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.5% | -0.4% | -0.8% |
| 7D | -5.0% | -0.1% | -4.9% | -4.9% |
| 30D | -8.4% | +3.4% | -11.8% | -9.4% |
| 3M | -4.5% | -9.1% | +4.6% | -1.1% |
| 6M | +25.3% | +0.1% | +25.1% | +24.8% |
| YTD | +18.9% | -6.0% | +24.9% | +20.5% |
| 1Y | +11.9% | +4.0% | +7.9% | +8.9% |
| 3Y | +278.0% | +74.5% | +203.5% | +198.4% |
| 5Y | +306.4% | +24.3% | +282.1% | +249.9% |
| All | +306.4% | +23.5% | +282.9% | +249.9% |
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 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