+207.0%
C vs HBAN
+102.9%
+104.2%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HBAN | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.6% | -0.6% | -0.5% |
| 7D | +4.2% | +2.3% | +1.9% | +2.4% |
| 30D | +2.0% | +4.8% | -2.8% | -1.5% |
| 3M | -10.1% | -10.1% | 0.0% | -2.8% |
| 6M | +1.0% | +5.0% | -4.0% | -3.1% |
| YTD | +8.5% | -6.1% | +14.6% | +12.6% |
| 1Y | +25.7% | +4.6% | +21.2% | +20.2% |
| 3Y | +216.0% | +74.9% | +141.1% | +102.3% |
| 5Y | +112.3% | +21.4% | +90.9% | +69.7% |
| All | +207.0% | +102.9% | +104.2% | +57.5% |
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 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