+4,518.6%
COP vs HBAN
+780.9%
+3,737.7%
-70.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | HBAN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -1.6% | +2.2% | +0.9% |
| 7D | -0.8% | +2.1% | -2.9% | -1.3% |
| 30D | +15.6% | -4.5% | +20.1% | +16.7% |
| 3M | +14.3% | +2.6% | +11.8% | +13.4% |
| 6M | +17.0% | +4.7% | +12.2% | +15.1% |
| YTD | +47.4% | -1.5% | +49.0% | +46.7% |
| 1Y | +52.4% | -1.9% | +54.3% | +51.6% |
| 3Y | +20.8% | +75.2% | -54.4% | +5.5% |
| 5Y | +191.7% | +37.2% | +154.5% | +164.8% |
| 10Y | +325.1% | +156.6% | +168.5% | +245.5% |
| All | +4,518.6% | +780.9% | +3,737.7% | +2,601.1% |
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 1990-01-01 to 2026-09-08: 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling