+167.9%
HBAN vs AMC
-97.6%
+265.5%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -2.3% | +1.4% | -0.8% |
| 7D | +0.8% | +8.4% | -7.7% | +0.4% |
| 30D | +3.2% | +9.2% | -5.9% | +2.8% |
| 3M | -11.1% | +32.0% | -43.1% | -12.2% |
| 6M | +1.2% | +149.3% | -148.1% | -3.6% |
| YTD | -6.7% | +114.1% | -120.8% | -10.8% |
| 1Y | +2.4% | +35.8% | -33.4% | -0.3% |
| 3Y | +73.3% | -58.3% | +131.6% | +72.5% |
| 5Y | +20.7% | -99.2% | +119.9% | +32.5% |
| 10Y | +104.1% | -98.8% | +202.9% | +94.4% |
| All | +167.9% | -97.6% | +265.5% | +118.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling