+31,987.3%
AVGO vs HBAN
+516.1%
+31,471.1%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HBAN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.8% | -0.4% | -0.8% |
| 7D | -0.8% | -1.5% | +0.7% | -0.3% |
| 30D | -13.7% | -5.5% | -8.2% | -12.0% |
| 3M | -6.9% | -0.2% | -6.7% | -7.2% |
| 6M | +5.8% | +5.2% | +0.6% | +3.1% |
| YTD | +5.7% | -2.3% | +8.0% | +5.2% |
| 1Y | +9.0% | -2.2% | +11.2% | +8.0% |
| 3Y | +340.5% | +73.8% | +266.7% | +246.3% |
| 5Y | +711.1% | +35.2% | +675.8% | +581.6% |
| 10Y | +2,856.4% | +155.4% | +2,701.0% | +1,647.8% |
| All | +31,987.3% | +516.1% | +31,471.1% | +14,204.2% |
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