+520.8%
APP vs HBAN
+23.9%
+496.9%
-91.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HBAN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | +0.3% | +2.1% | +2.2% |
| 7D | +48.9% | -1.1% | +50.1% | +49.3% |
| 30D | +49.4% | +3.1% | +46.3% | +46.5% |
| 3M | +27.0% | -9.8% | +36.8% | +33.5% |
| 6M | -15.4% | +1.4% | -16.8% | -16.6% |
| YTD | -39.9% | -5.8% | -34.1% | -39.1% |
| 1Y | -32.0% | +4.2% | -36.2% | -35.0% |
| 3Y | +824.3% | +74.9% | +749.4% | +577.4% |
| 5Y | +252.4% | +21.7% | +230.8% | +194.8% |
| All | +520.8% | +23.9% | +496.9% | +413.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling