+43.4%
C vs HBAN
-1.2%
+44.6%
-14.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HBAN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.8% | -0.5% | -0.3% |
| 7D | +0.8% | -1.0% | +1.8% | +1.4% |
| 30D | +0.9% | -5.6% | +6.5% | +4.6% |
| 3M | +1.1% | -1.1% | +2.2% | +1.4% |
| 6M | +28.4% | +9.9% | +18.5% | +20.0% |
| YTD | +20.8% | -0.9% | +21.7% | +19.3% |
| 1Y | +43.4% | -1.4% | +44.8% | +37.4% |
| All | +43.4% | -1.2% | +44.6% | +37.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling