+4,404.4%
DELL vs HBAN
+163.4%
+4,241.0%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HBAN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.0% | +0.8% | +11.2% | +11.7% |
| 7D | +8.2% | -1.0% | +9.2% | +8.6% |
| 30D | +17.1% | -5.6% | +22.7% | +19.9% |
| 3M | +45.2% | -1.1% | +46.3% | +45.8% |
| 6M | +286.8% | +9.9% | +276.9% | +272.8% |
| YTD | +354.8% | -0.9% | +355.7% | +352.8% |
| 1Y | +358.3% | -1.4% | +359.7% | +355.1% |
| 3Y | +724.9% | +78.2% | +646.7% | +554.0% |
| 5Y | +1,193.7% | +37.0% | +1,156.7% | +1,007.9% |
| All | +4,404.4% | +163.4% | +4,241.0% | +3,111.4% |
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