+21.7%
HBAN vs AMC
-99.1%
+120.8%
-44.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -1.2% | +1.4% | +0.3% |
| 7D | -1.1% | -2.8% | +1.7% | -1.0% |
| 30D | +3.1% | +14.0% | -10.9% | +2.2% |
| 3M | -9.8% | +42.5% | -52.3% | -11.9% |
| 6M | +1.4% | +142.6% | -141.2% | -5.6% |
| YTD | -5.8% | +119.2% | -125.0% | -12.2% |
| 1Y | +4.2% | +40.7% | -36.5% | -0.1% |
| 3Y | +74.9% | -57.3% | +132.2% | +75.1% |
| 5Y | +21.7% | -99.1% | +120.8% | +51.2% |
| All | +21.7% | -99.1% | +120.8% | +51.2% |
Cumulative growth
Daily Returns
Daily percentage return beside AMC.
Daily Out/Under-Performance
Portfolio return minus AMC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMC 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 AMC 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