+185.8%
GS vs HBAN
+64.5%
+121.3%
-30.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HBAN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.9% | +0.5% | +0.3% |
| 7D | -3.2% | -2.0% | -1.2% | -1.7% |
| 30D | -2.4% | +2.0% | -4.4% | -3.6% |
| 3M | -15.7% | -10.0% | -5.7% | -9.3% |
| 6M | -6.8% | -5.3% | -1.5% | -3.7% |
| YTD | -0.1% | -8.2% | +8.2% | +4.6% |
| 1Y | +12.1% | +4.2% | +7.9% | +6.7% |
| 3Y | +185.8% | +66.7% | +119.1% | +104.1% |
| All | +185.8% | +64.5% | +121.3% | +104.1% |
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