-53.1%
FISV vs HBAN
+35.2%
-88.3%
-80.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HBAN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.4% | +0.8% | +4.6% | +5.1% |
| 7D | -2.7% | -1.0% | -1.7% | -2.3% |
| 30D | 0.0% | -5.6% | +5.6% | +2.3% |
| 3M | -2.8% | -1.1% | -1.6% | -2.5% |
| 6M | -11.8% | +9.9% | -21.7% | -15.4% |
| YTD | -23.2% | -0.9% | -22.3% | -23.6% |
| 1Y | -62.0% | -1.4% | -60.6% | -62.0% |
| 3Y | -57.6% | +78.2% | -135.8% | -66.8% |
| All | -53.1% | +35.2% | -88.3% | -60.9% |
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