+36.3%
HBAN vs ALB
-48.5%
+84.8%
-44.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ALB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -3.4% | +4.2% | +1.5% |
| 7D | -1.0% | -6.6% | +5.6% | +0.3% |
| 30D | -5.6% | -8.1% | +2.5% | -4.2% |
| 3M | -1.1% | -25.7% | +24.5% | +4.3% |
| 6M | +9.9% | -29.5% | +39.3% | +15.8% |
| YTD | -0.9% | -16.2% | +15.3% | -0.8% |
| 1Y | -1.4% | +59.2% | -60.6% | -16.1% |
| 3Y | +78.2% | -33.7% | +111.9% | +76.6% |
| All | +36.3% | -48.5% | +84.8% | +35.1% |
Cumulative growth
Daily Returns
Daily percentage return beside ALB.
Daily Out/Under-Performance
Portfolio return minus ALB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALB 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 ALB 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