+75.5%
ASML vs HBAN
+21.3%
+54.2%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HBAN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.0% | -0.9% | +5.9% | +5.4% |
| 7D | -9.0% | -2.0% | -7.0% | -8.2% |
| 30D | -21.0% | +2.0% | -22.9% | -21.6% |
| 3M | -16.3% | -10.0% | -6.3% | -12.5% |
| 6M | -7.5% | -5.3% | -2.3% | -5.9% |
| YTD | +34.0% | -8.2% | +42.2% | +37.4% |
| 1Y | +39.3% | +4.2% | +35.1% | +34.9% |
| 3Y | +128.9% | +66.7% | +62.2% | +70.5% |
| All | +75.5% | +21.3% | +54.2% | +47.8% |
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