+37.2%
HBAN vs ACWI
+67.7%
-30.5%
-44.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.5% | -1.1% | -1.1% |
| 7D | +2.1% | +1.1% | +1.0% | +0.9% |
| 30D | -4.5% | -0.2% | -4.3% | -4.3% |
| 3M | +2.6% | +4.7% | -2.1% | -2.8% |
| 6M | +4.7% | +14.5% | -9.7% | -10.7% |
| YTD | -1.5% | +14.6% | -16.2% | -16.3% |
| 1Y | -1.9% | +21.4% | -23.4% | -22.2% |
| 3Y | +75.2% | +77.6% | -2.4% | -9.7% |
| 5Y | +37.2% | +68.1% | -30.9% | -22.9% |
| All | +37.2% | +67.7% | -30.5% | -22.9% |
Cumulative growth
Daily Returns
Daily percentage return beside ACWI.
Daily Out/Under-Performance
Portfolio return minus ACWI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACWI 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 5y: compounded portfolio wealth divided by compounded ACWI 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…
5y analysis · Full analysis span regression · 6 months rolling