+159.7%
GILD vs HBAN
+163.4%
-3.7%
-30.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HBAN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +0.8% | -1.5% | -0.9% |
| 7D | -4.8% | -1.0% | -3.8% | -4.7% |
| 30D | +5.8% | -5.6% | +11.4% | +6.8% |
| 3M | +14.9% | -1.1% | +16.1% | +15.0% |
| 6M | -0.4% | +9.9% | -10.2% | -2.2% |
| YTD | +18.5% | -0.9% | +19.5% | +18.2% |
| 1Y | +25.1% | -1.4% | +26.5% | +24.7% |
| 3Y | +105.9% | +78.2% | +27.7% | +82.2% |
| 5Y | +143.0% | +37.0% | +106.0% | +121.2% |
| All | +159.7% | +163.4% | -3.7% | +94.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling