+292.4%
C vs HBAN
+163.4%
+129.0%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HBAN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.8% | -0.5% | -0.3% |
| 7D | +0.8% | -1.0% | +1.8% | +1.5% |
| 30D | +0.9% | -5.6% | +6.5% | +5.3% |
| 3M | +1.1% | -1.1% | +2.2% | +1.6% |
| 6M | +28.4% | +9.9% | +18.5% | +19.2% |
| YTD | +20.8% | -0.9% | +21.7% | +20.5% |
| 1Y | +43.4% | -1.4% | +44.8% | +43.0% |
| 3Y | +274.9% | +78.2% | +196.7% | +136.6% |
| 5Y | +136.7% | +37.0% | +99.7% | +72.2% |
| All | +292.4% | +163.4% | +129.0% | +74.0% |
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