+367.9%
APP vs HBAN
+28.4%
+339.4%
-91.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HBAN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -0.8% | -1.5% | -1.8% |
| 7D | -4.4% | -1.5% | -2.9% | -3.6% |
| 30D | -10.0% | -5.5% | -4.5% | -7.3% |
| 3M | -41.4% | -0.2% | -41.2% | -41.4% |
| 6M | -41.0% | +5.2% | -46.2% | -42.9% |
| YTD | -54.7% | -2.3% | -52.4% | -54.8% |
| 1Y | -45.3% | -2.2% | -43.2% | -45.6% |
| 3Y | +624.3% | +73.8% | +550.4% | +432.7% |
| 5Y | +329.1% | +35.2% | +293.9% | +251.5% |
| All | +367.9% | +28.4% | +339.4% | +281.4% |
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