+96.9%
GLD vs HBAN
+75.6%
+21.3%
-28.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HBAN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.6% | -0.4% | +0.1% |
| 7D | -4.6% | +2.3% | -6.8% | -4.7% |
| 30D | -5.5% | +4.8% | -10.2% | -5.6% |
| 3M | -10.9% | -10.1% | -0.8% | -10.7% |
| 6M | -17.4% | +5.0% | -22.5% | -17.5% |
| YTD | -10.3% | -6.1% | -4.2% | -10.4% |
| 1Y | -7.2% | +4.6% | -11.7% | -7.2% |
| 3Y | +96.9% | +74.9% | +22.0% | +84.3% |
| All | +96.9% | +75.6% | +21.3% | +84.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling