+150.5%
HBAN vs ACI
+21.2%
+129.3%
-44.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ACI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +3.2% | -2.5% | +0.4% |
| 7D | -1.0% | -3.7% | +2.7% | -0.6% |
| 30D | -5.6% | +0.6% | -6.2% | -5.7% |
| 3M | -1.1% | -20.3% | +19.2% | +1.0% |
| 6M | +9.9% | -24.7% | +34.5% | +12.7% |
| YTD | -0.9% | -27.2% | +26.3% | +1.8% |
| 1Y | -1.4% | -32.7% | +31.3% | +2.1% |
| 3Y | +78.2% | -43.9% | +122.1% | +87.4% |
| 5Y | +37.0% | -38.9% | +75.9% | +42.0% |
| All | +150.5% | +21.2% | +129.3% | +176.2% |
Cumulative growth
Daily Returns
Daily percentage return beside ACI.
Daily Out/Under-Performance
Portfolio return minus ACI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACI 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 ACI 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