+887.9%
APP vs HBAN
+75.6%
+812.3%
-68.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HBAN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | +0.6% | +3.3% | +3.6% |
| 7D | +4.6% | +2.3% | +2.3% | +3.3% |
| 30D | +56.0% | +4.8% | +51.3% | +51.2% |
| 3M | +30.8% | -10.1% | +40.9% | +38.6% |
| 6M | -9.8% | +5.0% | -14.8% | -13.3% |
| YTD | -39.3% | -6.1% | -33.1% | -38.5% |
| 1Y | -26.4% | +4.6% | -31.0% | -30.8% |
| 3Y | +887.9% | +74.9% | +813.0% | +601.6% |
| All | +887.9% | +75.6% | +812.3% | +601.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling