+615.0%
F vs HBAN
+795.1%
-180.1%
-95.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HBAN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.2% | +1.6% | +1.5% |
| 7D | +5.3% | +0.7% | +4.7% | +5.1% |
| 30D | +4.6% | -3.2% | +7.8% | +5.5% |
| 3M | -3.7% | +4.0% | -7.6% | -4.9% |
| 6M | +16.8% | +3.1% | +13.7% | +15.5% |
| YTD | +15.3% | 0.0% | +15.2% | +14.7% |
| 1Y | +31.0% | -1.2% | +32.2% | +30.7% |
| 3Y | +45.4% | +72.5% | -27.0% | +23.5% |
| 5Y | +54.7% | +39.3% | +15.4% | +39.0% |
| 10Y | +98.2% | +157.3% | -59.1% | +50.4% |
| All | +615.0% | +795.1% | -180.1% | +196.8% |
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