+76.8%
HBAN vs AA
+73.4%
+3.5%
-30.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -4.8% | +5.4% | +1.6% |
| 7D | -1.9% | -5.4% | +3.5% | -0.9% |
| 30D | -5.9% | -10.7% | +4.8% | -3.8% |
| 3M | +0.2% | -26.2% | +26.4% | +6.2% |
| 6M | +6.6% | -20.9% | +27.6% | +9.6% |
| YTD | -1.7% | -8.6% | +6.9% | -3.5% |
| 1Y | -1.7% | +57.4% | -59.1% | -17.7% |
| All | +76.8% | +73.4% | +3.5% | +31.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling