+338.9%
APP vs HBAN
+37.5%
+301.3%
-91.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HBAN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -1.6% | -1.1% | -1.7% |
| 7D | +0.1% | +2.1% | -2.0% | -1.1% |
| 30D | -10.0% | -4.5% | -5.5% | -7.7% |
| 3M | -44.6% | +2.6% | -47.2% | -45.6% |
| 6M | -37.9% | +4.7% | -42.6% | -39.9% |
| YTD | -53.7% | -1.5% | -52.2% | -54.1% |
| 1Y | -43.0% | -1.9% | -41.0% | -43.4% |
| 3Y | +640.8% | +75.2% | +565.6% | +419.6% |
| All | +338.9% | +37.5% | +301.3% | +246.9% |
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