+10,269.2%
FISV vs HBAN
+779.3%
+9,489.8%
-80.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HBAN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.6% | 0.0% | +0.4% |
| 7D | -7.2% | -1.9% | -5.3% | -6.8% |
| 30D | -7.2% | -5.9% | -1.3% | -6.0% |
| 3M | -8.2% | +0.2% | -8.4% | -8.3% |
| 6M | -17.7% | +6.6% | -24.3% | -19.0% |
| YTD | -27.2% | -1.7% | -25.4% | -27.1% |
| 1Y | -63.0% | -1.7% | -61.3% | -62.8% |
| 3Y | -59.8% | +74.9% | -134.7% | -64.6% |
| 5Y | -55.8% | +36.0% | -91.7% | -59.4% |
| 10Y | -2.4% | +156.9% | -159.3% | -23.7% |
| All | +10,269.2% | +779.3% | +9,489.8% | +4,869.0% |
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