+43.7%
F vs HBAN
+36.5%
+7.3%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HBAN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | -0.8% | -3.2% | -3.5% |
| 7D | -4.9% | -1.5% | -3.4% | -4.0% |
| 30D | -2.9% | -5.5% | +2.6% | +0.2% |
| 3M | -9.1% | -0.2% | -8.8% | -9.3% |
| 6M | +12.9% | +5.2% | +7.8% | +8.9% |
| YTD | +6.1% | -2.3% | +8.4% | +6.0% |
| 1Y | +22.5% | -2.2% | +24.7% | +21.9% |
| 3Y | +32.1% | +73.8% | -41.8% | -10.2% |
| 5Y | +43.7% | +35.2% | +8.5% | +11.9% |
| All | +43.7% | +36.5% | +7.3% | +11.9% |
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