+659.1%
B vs HBAN
+739.7%
-80.6%
-88.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HBAN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.6% | -1.2% | -0.7% |
| 7D | -7.3% | +2.3% | -9.6% | -7.4% |
| 30D | -3.3% | +4.8% | -8.1% | -3.4% |
| 3M | -7.8% | -10.1% | +2.3% | -7.6% |
| 6M | -15.5% | +5.0% | -20.6% | -15.6% |
| YTD | -12.3% | -6.1% | -6.1% | -12.2% |
| 1Y | +5.4% | +4.6% | +0.8% | +5.2% |
| 3Y | +165.5% | +74.9% | +90.6% | +162.3% |
| 5Y | +107.0% | +21.4% | +85.6% | +105.4% |
| 10Y | +210.6% | +105.3% | +105.3% | +202.8% |
| All | +659.1% | +739.7% | -80.6% | +846.7% |
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