-12.5%
F vs HBAN
+23.5%
-35.9%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HBAN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.5% | -0.2% | -0.4% |
| 7D | +1.0% | -0.1% | +1.1% | +1.0% |
| 30D | +2.1% | +3.4% | -1.3% | +0.2% |
| 3M | -10.3% | -9.1% | -1.2% | -5.5% |
| 6M | +3.3% | +0.1% | +3.1% | +2.2% |
| YTD | -2.0% | -6.0% | +4.0% | -0.1% |
| 1Y | -2.3% | +4.0% | -6.3% | -6.2% |
| 3Y | +49.9% | +74.5% | -24.6% | +1.6% |
| 5Y | -12.5% | +24.3% | -36.8% | -27.4% |
| All | -12.5% | +23.5% | -35.9% | -27.4% |
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