+37.3%
GS vs HBAN
-2.5%
+39.8%
-19.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HBAN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.8% | 0.0% | -0.3% |
| 7D | +2.4% | -1.5% | +3.9% | +3.2% |
| 30D | -0.1% | -5.5% | +5.4% | +2.9% |
| 3M | +0.2% | -0.2% | +0.4% | 0.0% |
| 6M | +24.8% | +5.2% | +19.6% | +20.7% |
| YTD | +18.8% | -2.3% | +21.1% | +17.6% |
| 1Y | +37.3% | -2.2% | +39.5% | +34.9% |
| All | +37.3% | -2.5% | +39.8% | +34.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling