+23.3%
F vs HBAN
-2.3%
+25.6%
-23.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HBAN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | -0.8% | -3.2% | -3.6% |
| 7D | -4.9% | -1.5% | -3.4% | -4.3% |
| 30D | -2.9% | -5.5% | +2.6% | -0.9% |
| 3M | -9.1% | -0.2% | -8.8% | -9.4% |
| 6M | +12.9% | +5.2% | +7.8% | +9.9% |
| YTD | +6.1% | -2.3% | +8.4% | +5.2% |
| All | +23.3% | -2.3% | +25.6% | +19.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling