+2,770.9%
AVGO vs HBAN
+163.4%
+2,607.5%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HBAN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.8% | -0.5% | 0.0% |
| 7D | +1.1% | -1.0% | +2.1% | +1.5% |
| 30D | -13.0% | -5.6% | -7.4% | -11.3% |
| 3M | -6.0% | -1.1% | -4.8% | -6.0% |
| 6M | +6.4% | +9.9% | -3.5% | +2.2% |
| YTD | +5.0% | -0.9% | +5.9% | +4.0% |
| 1Y | +1.4% | -1.4% | +2.8% | +0.2% |
| 3Y | +336.8% | +78.2% | +258.6% | +246.2% |
| 5Y | +698.2% | +37.0% | +661.2% | +576.6% |
| All | +2,770.9% | +163.4% | +2,607.5% | +1,953.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling