-6.4%
HAL vs HBAN
+75.6%
-82.1%
-52.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HBAN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | +0.6% | +2.5% | +2.9% |
| 7D | +6.1% | +2.3% | +3.8% | +5.0% |
| 30D | +2.9% | +4.8% | -1.9% | +0.7% |
| 3M | +3.3% | -10.1% | +13.4% | +8.3% |
| 6M | -16.9% | +5.0% | -21.9% | -19.9% |
| YTD | +21.2% | -6.1% | +27.3% | +22.2% |
| 1Y | +27.5% | +4.6% | +23.0% | +20.7% |
| 3Y | -6.4% | +74.9% | -81.4% | -29.8% |
| All | -6.4% | +75.6% | -82.1% | -29.8% |
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