+2.6%
HAL vs HBAN
+163.4%
-160.9%
-91.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HBAN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.8% | -1.4% | -1.2% |
| 7D | -3.3% | -1.0% | -2.3% | -2.7% |
| 30D | +8.2% | -5.6% | +13.8% | +12.4% |
| 3M | -9.4% | -1.1% | -8.3% | -9.5% |
| 6M | +0.6% | +9.9% | -9.2% | -7.7% |
| YTD | +28.6% | -0.9% | +29.5% | +25.6% |
| 1Y | +63.9% | -1.4% | +65.3% | +59.8% |
| 3Y | -7.1% | +78.2% | -85.3% | -43.7% |
| 5Y | +102.3% | +37.0% | +65.3% | +40.5% |
| All | +2.6% | +163.4% | -160.9% | -50.1% |
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 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