-80.3%
FIG vs HBAN
+5.3%
-85.6%
-86.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HBAN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.7% | -1.6% | -4.1% | -5.7% |
| 7D | -16.4% | +2.1% | -18.4% | -16.3% |
| 30D | -2.3% | -4.5% | +2.2% | -2.3% |
| 3M | +7.8% | +2.6% | +5.3% | +7.8% |
| 6M | -21.8% | +4.7% | -26.6% | -22.6% |
| YTD | -39.1% | -1.5% | -37.6% | -40.1% |
| 1Y | -56.6% | -1.9% | -54.7% | -60.5% |
| All | -80.3% | +5.3% | -85.6% | -82.0% |
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