-80.8%
FIG vs HBAN
+5.1%
-85.9%
-86.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HBAN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.6% | 0.0% | +0.6% |
| 7D | -12.2% | -1.9% | -10.3% | -12.2% |
| 30D | -11.0% | -5.9% | -5.1% | -10.9% |
| 3M | +11.9% | +0.2% | +11.6% | +11.9% |
| 6M | -21.9% | +6.6% | -28.6% | -22.7% |
| YTD | -40.8% | -1.7% | -39.0% | -41.7% |
| 1Y | -56.6% | -1.7% | -54.9% | -60.5% |
| All | -80.8% | +5.1% | -85.9% | -82.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling