+137.1%
GLD vs HBAN
+35.4%
+101.7%
-26.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HBAN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +0.6% | -2.3% | -1.7% |
| 7D | -3.4% | -1.9% | -1.4% | -3.4% |
| 30D | -1.1% | -5.9% | +4.7% | -1.2% |
| 3M | +5.8% | +0.2% | +5.6% | +5.8% |
| 6M | -17.1% | +6.6% | -23.7% | -17.0% |
| YTD | 0.0% | -1.7% | +1.7% | -0.1% |
| 1Y | +18.2% | -1.7% | +19.9% | +18.1% |
| 3Y | +122.6% | +74.9% | +47.7% | +125.4% |
| 5Y | +137.1% | +36.0% | +101.1% | +141.5% |
| All | +137.1% | +35.4% | +101.7% | +141.5% |
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 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