+332.7%
CAT vs HBAN
+36.5%
+296.2%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HBAN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.8% | -0.1% | -0.5% |
| 7D | +2.9% | -1.5% | +4.4% | +3.7% |
| 30D | -2.6% | -5.5% | +2.9% | +0.2% |
| 3M | -10.7% | -0.2% | -10.4% | -10.9% |
| 6M | +16.1% | +5.2% | +11.0% | +13.0% |
| YTD | +43.2% | -2.3% | +45.5% | +43.5% |
| 1Y | +96.8% | -2.2% | +99.0% | +96.3% |
| 3Y | +201.4% | +73.8% | +127.5% | +124.1% |
| 5Y | +332.7% | +35.2% | +297.4% | +240.9% |
| All | +332.7% | +36.5% | +296.2% | +240.9% |
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