+503.8%
APP vs HBAN
+22.7%
+481.1%
-91.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HBAN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -0.9% | -1.8% | -2.2% |
| 7D | +10.6% | +0.8% | +9.8% | +10.1% |
| 30D | +44.6% | +3.2% | +41.4% | +41.7% |
| 3M | +29.6% | -11.1% | +40.7% | +37.4% |
| 6M | -19.8% | +1.2% | -21.0% | -20.9% |
| YTD | -41.6% | -6.7% | -34.9% | -40.5% |
| 1Y | -32.7% | +2.4% | -35.1% | -35.0% |
| 3Y | +799.0% | +73.3% | +725.8% | +562.2% |
| 5Y | +250.4% | +20.7% | +229.6% | +194.6% |
| All | +503.8% | +22.7% | +481.1% | +402.4% |
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