-79.9%
FIG vs HBAN
+5.9%
-85.8%
-86.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HBAN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.8% | +0.8% | +4.0% | +4.8% |
| 7D | -3.8% | -1.0% | -2.8% | -3.8% |
| 30D | -2.3% | -5.6% | +3.3% | -2.2% |
| 3M | +20.0% | -1.1% | +21.1% | +20.1% |
| 6M | -16.7% | +9.9% | -26.5% | -17.7% |
| YTD | -37.9% | -0.9% | -37.0% | -38.9% |
| 1Y | -58.5% | -1.4% | -57.1% | -62.3% |
| All | -79.9% | +5.9% | -85.8% | -81.7% |
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