+35.2%
HBAN vs ALL
+115.1%
-79.9%
-44.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ALL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | 0.0% | -0.8% | -0.8% |
| 7D | -1.5% | -2.2% | +0.7% | -0.5% |
| 30D | -5.5% | -5.6% | +0.1% | -3.2% |
| 3M | -0.2% | +17.2% | -17.5% | -8.3% |
| 6M | +5.2% | +23.2% | -18.1% | -6.0% |
| YTD | -2.3% | +23.6% | -25.9% | -13.1% |
| 1Y | -2.2% | +29.2% | -31.4% | -15.1% |
| 3Y | +73.8% | +153.8% | -80.0% | -0.2% |
| 5Y | +35.2% | +116.1% | -80.9% | -15.9% |
| All | +35.2% | +115.1% | -79.9% | -15.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling