+851.2%
EEM vs HBAN
+103.0%
+748.2%
-66.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HBAN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.8% | +0.3% | -0.3% |
| 7D | +2.0% | -1.5% | +3.5% | +2.3% |
| 30D | +5.1% | -5.5% | +10.6% | +6.4% |
| 3M | +4.6% | -0.2% | +4.8% | +4.5% |
| 6M | +17.8% | +5.2% | +12.6% | +16.1% |
| YTD | +25.8% | -2.3% | +28.1% | +25.8% |
| 1Y | +36.4% | -2.2% | +38.6% | +36.1% |
| 3Y | +90.0% | +73.8% | +16.2% | +63.9% |
| 5Y | +46.6% | +35.2% | +11.3% | +31.2% |
| 10Y | +132.3% | +155.4% | -23.1% | +71.1% |
| All | +851.2% | +103.0% | +748.2% | +623.0% |
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