+2,780.0%
GE vs HBAN
+774.1%
+2,005.9%
-85.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HBAN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -0.8% | -2.1% | -2.6% |
| 7D | -1.2% | -1.5% | +0.2% | -0.8% |
| 30D | -11.3% | -5.5% | -5.7% | -9.7% |
| 3M | -1.4% | -0.2% | -1.2% | -1.4% |
| 6M | +1.2% | +5.2% | -3.9% | -0.3% |
| YTD | +5.9% | -2.3% | +8.2% | +6.5% |
| 1Y | +18.4% | -2.2% | +20.6% | +18.7% |
| 3Y | +271.0% | +73.8% | +197.1% | +209.0% |
| 5Y | +417.9% | +35.2% | +382.7% | +359.0% |
| 10Y | +152.0% | +155.4% | -3.4% | +85.6% |
| All | +2,780.0% | +774.1% | +2,005.9% | +1,025.3% |
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