+113.6%
C vs HBAN
+24.5%
+89.1%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HBAN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.3% | +1.3% | +1.4% |
| 7D | -0.4% | -1.1% | +0.7% | +0.3% |
| 30D | -5.3% | +3.1% | -8.4% | -7.1% |
| 3M | -8.0% | -9.8% | +1.7% | -1.8% |
| 6M | -0.3% | +1.4% | -1.6% | -1.5% |
| YTD | +8.6% | -5.8% | +14.4% | +12.0% |
| 1Y | +25.8% | +4.2% | +21.6% | +21.5% |
| 3Y | +221.2% | +74.9% | +146.3% | +127.3% |
| 5Y | +113.6% | +21.7% | +91.9% | +73.3% |
| All | +113.6% | +24.5% | +89.1% | +73.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling