+155.3%
HBAN vs A
+256.4%
-101.1%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | A | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +2.7% | -1.9% | -0.5% |
| 7D | -1.0% | -2.6% | +1.6% | +0.2% |
| 30D | -5.6% | -0.9% | -4.7% | -5.5% |
| 3M | -1.1% | +13.6% | -14.8% | -7.6% |
| 6M | +9.9% | +27.8% | -18.0% | -4.3% |
| YTD | -0.9% | +8.6% | -9.6% | -6.7% |
| 1Y | -1.4% | +16.9% | -18.3% | -11.1% |
| 3Y | +78.2% | +32.9% | +45.3% | +45.3% |
| 5Y | +37.0% | -14.1% | +51.1% | +37.6% |
| All | +155.3% | +256.4% | -101.1% | +17.5% |
Cumulative growth
Daily Returns
Daily percentage return beside A.
Daily Out/Under-Performance
Portfolio return minus A return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × A 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 A 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