+148.7%
EWY vs HBAN
+35.2%
+113.6%
-43.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HBAN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | +0.8% | +2.5% | +3.0% |
| 7D | -0.1% | -1.0% | +0.9% | +0.2% |
| 30D | +7.3% | -5.6% | +12.9% | +9.0% |
| 3M | -5.1% | -1.1% | -4.0% | -5.2% |
| 6M | +42.1% | +9.9% | +32.2% | +37.8% |
| YTD | +94.1% | -0.9% | +95.1% | +93.0% |
| 1Y | +147.8% | -1.4% | +149.2% | +146.0% |
| 3Y | +222.9% | +78.2% | +144.7% | +163.7% |
| All | +148.7% | +35.2% | +113.6% | +112.4% |
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 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