-2.2%
HBAN vs AG
+117.1%
-119.2%
-21.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -4.9% | +5.5% | +0.8% |
| 7D | -1.9% | -5.8% | +3.9% | -1.7% |
| 30D | -5.9% | +6.4% | -12.2% | -6.1% |
| 3M | +0.2% | +28.4% | -28.1% | -0.7% |
| 6M | +6.6% | -24.5% | +31.1% | +6.3% |
| YTD | -1.7% | +21.2% | -22.9% | -2.4% |
| All | -2.2% | +117.1% | -119.2% | +1.2% |
Cumulative growth
Daily Returns
Daily percentage return beside AG.
Daily Out/Under-Performance
Portfolio return minus AG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AG 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 1y: compounded portfolio wealth divided by compounded AG 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…
1y analysis · Full analysis span regression · 6 months rolling