+177.4%
HBAN vs ACWI
+341.2%
-163.8%
-91.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +2.6% | +0.3% | -0.8% |
| 7D | -0.6% | +0.3% | -0.9% | -1.1% |
| 30D | +3.9% | -2.8% | +6.7% | +8.0% |
| 3M | -8.4% | -3.2% | -5.2% | -4.4% |
| 6M | +0.6% | +1.3% | -0.6% | -2.0% |
| YTD | -5.5% | +11.2% | -16.8% | -19.9% |
| 1Y | +5.4% | +13.8% | -8.4% | -13.6% |
| 3Y | +76.7% | +76.2% | +0.5% | -22.7% |
| 5Y | +25.1% | +59.5% | -34.3% | -37.0% |
| 10Y | +121.5% | +222.2% | -100.7% | -61.0% |
| All | +177.4% | +341.2% | -163.8% | -61.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling