+174.6%
ARM vs HBAN
+64.4%
+110.2%
-62.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HBAN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | -0.9% | +5.6% | +5.3% |
| 7D | -15.2% | -2.0% | -13.3% | -14.0% |
| 30D | -40.7% | +2.0% | -42.7% | -41.4% |
| 3M | -39.1% | -10.0% | -29.1% | -34.8% |
| 6M | -26.4% | -5.3% | -21.2% | -24.7% |
| YTD | +59.7% | -8.2% | +68.0% | +65.0% |
| 1Y | +10.3% | +4.2% | +6.2% | +3.5% |
| 3Y | +228.9% | +66.7% | +162.2% | +108.5% |
| All | +174.6% | +64.4% | +110.2% | +80.1% |
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