+1,163.5%
C vs HBAN
+795.1%
+368.4%
-98.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HBAN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.2% | -0.1% | -0.2% |
| 7D | +3.6% | +0.7% | +3.0% | +3.2% |
| 30D | +0.1% | -3.2% | +3.3% | +1.9% |
| 3M | +2.4% | +4.0% | -1.5% | +0.1% |
| 6M | +24.9% | +3.1% | +21.8% | +22.6% |
| YTD | +19.8% | 0.0% | +19.8% | +19.3% |
| 1Y | +44.9% | -1.2% | +46.0% | +45.0% |
| 3Y | +263.0% | +72.5% | +190.5% | +167.0% |
| 5Y | +129.5% | +39.3% | +90.2% | +84.9% |
| 10Y | +291.6% | +157.3% | +134.3% | +130.6% |
| All | +1,163.5% | +795.1% | +368.4% | +235.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling