+391.7%
APP vs HBAN
+31.5%
+360.1%
-91.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HBAN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -0.2% | +2.4% | +2.3% |
| 7D | +0.9% | +0.7% | +0.2% | +0.5% |
| 30D | -23.3% | -3.2% | -20.0% | -21.9% |
| 3M | -42.6% | +4.0% | -46.6% | -44.0% |
| 6M | -33.6% | +3.1% | -36.7% | -35.1% |
| YTD | -52.4% | 0.0% | -52.5% | -53.1% |
| 1Y | -35.9% | -1.2% | -34.7% | -36.5% |
| 3Y | +642.2% | +72.5% | +569.7% | +447.1% |
| 5Y | +311.1% | +39.3% | +271.8% | +232.4% |
| All | +391.7% | +31.5% | +360.1% | +295.6% |
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 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