+155.3%
HBAN vs AME
+445.1%
-289.8%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AME | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +3.3% | -2.5% | -1.7% |
| 7D | -1.0% | +1.7% | -2.7% | -2.4% |
| 30D | -5.6% | -6.4% | +0.8% | -0.7% |
| 3M | -1.1% | +7.1% | -8.2% | -6.9% |
| 6M | +9.9% | +8.2% | +1.7% | +2.2% |
| YTD | -0.9% | +18.2% | -19.1% | -14.4% |
| 1Y | -1.4% | +26.7% | -28.1% | -19.8% |
| 3Y | +78.2% | +60.7% | +17.5% | +17.6% |
| 5Y | +37.0% | +91.6% | -54.6% | -22.9% |
| All | +155.3% | +445.1% | -289.8% | -36.4% |
Cumulative growth
Daily Returns
Daily percentage return beside AME.
Daily Out/Under-Performance
Portfolio return minus AME return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AME 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 AME 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