+153.3%
HBAN vs ALL
+361.5%
-208.2%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ALL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.7% | +1.3% | +1.1% |
| 7D | -1.9% | -4.3% | +2.4% | +0.9% |
| 30D | -5.9% | -3.6% | -2.3% | -3.7% |
| 3M | +0.2% | +13.2% | -13.0% | -9.1% |
| 6M | +6.6% | +22.5% | -15.8% | -8.9% |
| YTD | -1.7% | +22.7% | -24.4% | -16.7% |
| 1Y | -1.7% | +28.3% | -30.0% | -19.6% |
| 3Y | +74.9% | +152.0% | -77.1% | -18.7% |
| 5Y | +36.0% | +115.4% | -79.5% | -31.2% |
| All | +153.3% | +361.5% | -208.2% | -30.5% |
Cumulative growth
Daily Returns
Daily percentage return beside ALL.
Daily Out/Under-Performance
Portfolio return minus ALL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALL 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 ALL 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