+155.3%
HBAN vs AA
+122.9%
+32.4%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.1% | +0.9% | +0.8% |
| 7D | -1.0% | -3.4% | +2.4% | -0.1% |
| 30D | -5.6% | -5.8% | +0.2% | -4.3% |
| 3M | -1.1% | -29.9% | +28.8% | +8.4% |
| 6M | +9.9% | -27.0% | +36.9% | +17.1% |
| YTD | -0.9% | -8.7% | +7.8% | -2.5% |
| 1Y | -1.4% | +50.6% | -52.0% | -18.0% |
| 3Y | +78.2% | +74.1% | +4.1% | +32.7% |
| 5Y | +37.0% | +2.6% | +34.4% | +7.7% |
| All | +155.3% | +122.9% | +32.4% | +7.9% |
Cumulative growth
Daily Returns
Daily percentage return beside AA.
Daily Out/Under-Performance
Portfolio return minus AA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AA 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 AA 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