+199.9%
B vs HBAN
+161.4%
+38.5%
-53.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HBAN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +0.6% | -3.1% | -2.5% |
| 7D | -5.0% | -1.9% | -3.1% | -5.1% |
| 30D | +8.7% | -5.9% | +14.6% | +8.6% |
| 3M | +17.3% | +0.2% | +17.1% | +17.3% |
| 6M | -5.0% | +6.6% | -11.7% | -5.0% |
| YTD | +1.4% | -1.7% | +3.2% | +1.3% |
| 1Y | +50.5% | -1.7% | +52.2% | +50.3% |
| 3Y | +194.4% | +74.9% | +119.5% | +201.5% |
| 5Y | +156.7% | +36.0% | +120.7% | +160.9% |
| All | +199.9% | +161.4% | +38.5% | +242.2% |
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 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