+606.1%
COST vs HBAN
+163.4%
+442.6%
-31.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HBAN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.8% | -0.5% | +0.2% |
| 7D | -1.2% | -1.0% | -0.2% | -1.1% |
| 30D | -4.7% | -5.6% | +0.9% | -4.0% |
| 3M | -7.1% | -1.1% | -6.0% | -7.1% |
| 6M | -8.5% | +9.9% | -18.4% | -10.0% |
| YTD | +5.4% | -0.9% | +6.3% | +5.1% |
| 1Y | -5.6% | -1.4% | -4.2% | -5.9% |
| 3Y | +68.5% | +78.2% | -9.7% | +52.0% |
| 5Y | +105.2% | +37.0% | +68.2% | +90.1% |
| All | +606.1% | +163.4% | +442.6% | +485.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling