+272.1%
C vs HBAN
+71.9%
+200.2%
-31.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HBAN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.8% | +1.6% | +1.3% |
| 7D | +2.6% | -1.5% | +4.1% | +3.7% |
| 30D | +1.9% | -5.5% | +7.4% | +6.0% |
| 3M | +2.8% | -0.2% | +3.0% | +2.6% |
| 6M | +30.6% | +5.2% | +25.4% | +25.2% |
| YTD | +19.9% | -2.3% | +22.2% | +20.6% |
| 1Y | +44.6% | -2.2% | +46.8% | +44.8% |
| All | +272.1% | +71.9% | +200.2% | +157.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling