+595.7%
HAL vs HBAN
+795.1%
-199.4%
-93.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HBAN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.2% | -0.4% | -0.5% |
| 7D | +2.9% | +0.7% | +2.3% | +2.7% |
| 30D | +17.0% | -3.2% | +20.3% | +18.0% |
| 3M | -9.7% | +4.0% | -13.6% | -10.8% |
| 6M | +8.6% | +3.1% | +5.5% | +7.1% |
| YTD | +33.0% | 0.0% | +32.9% | +31.9% |
| 1Y | +68.3% | -1.2% | +69.5% | +67.3% |
| 3Y | +0.1% | +72.5% | -72.4% | -14.6% |
| 5Y | +102.6% | +39.3% | +63.3% | +81.7% |
| 10Y | +3.8% | +157.3% | -153.5% | -16.1% |
| All | +595.7% | +795.1% | -199.4% | +316.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling