+35.2%
HBAN vs ALLY
-1.1%
+36.4%
-44.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ALLY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -1.1% | +0.3% | -0.2% |
| 7D | -1.5% | -1.9% | +0.5% | -0.5% |
| 30D | -5.5% | -4.5% | -1.0% | -3.2% |
| 3M | -0.2% | -2.8% | +2.6% | +1.0% |
| 6M | +5.2% | +10.3% | -5.2% | -0.8% |
| YTD | -2.3% | -5.7% | +3.4% | +0.2% |
| 1Y | -2.2% | +3.9% | -6.1% | -5.1% |
| 3Y | +73.8% | +64.7% | +9.1% | +29.2% |
| 5Y | +35.2% | -2.6% | +37.8% | +30.0% |
| All | +35.2% | -1.1% | +36.4% | +30.0% |
Cumulative growth
Daily Returns
Daily percentage return beside ALLY.
Daily Out/Under-Performance
Portfolio return minus ALLY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALLY 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 ALLY 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