+108.4%
B vs HBAN
+21.0%
+87.4%
-47.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HBAN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -0.9% | -2.2% | -3.0% |
| 7D | -6.2% | +0.8% | -7.0% | -6.3% |
| 30D | -6.6% | +3.2% | -9.8% | -6.9% |
| 3M | -7.9% | -11.1% | +3.2% | -6.9% |
| 6M | -16.8% | +1.2% | -18.0% | -16.9% |
| YTD | -11.7% | -6.7% | -5.0% | -11.5% |
| 1Y | +3.5% | +2.4% | +1.1% | +3.0% |
| 3Y | +165.7% | +73.3% | +92.5% | +154.1% |
| 5Y | +108.4% | +20.7% | +87.7% | +98.5% |
| All | +108.4% | +21.0% | +87.4% | +98.5% |
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