+155.3%
HBAN vs AON
+204.8%
-49.5%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -1.7% | +2.4% | +1.6% |
| 7D | -1.0% | -6.3% | +5.3% | +2.3% |
| 30D | -5.6% | -14.1% | +8.5% | +1.5% |
| 3M | -1.1% | -9.5% | +8.3% | +2.8% |
| 6M | +9.9% | -4.0% | +13.9% | +10.1% |
| YTD | -0.9% | -13.8% | +12.9% | +4.6% |
| 1Y | -1.4% | -18.3% | +16.9% | +7.0% |
| 3Y | +78.2% | -7.2% | +85.4% | +76.0% |
| 5Y | +37.0% | +7.3% | +29.7% | +20.4% |
| All | +155.3% | +204.8% | -49.5% | +23.7% |
Cumulative growth
Daily Returns
Daily percentage return beside AON.
Daily Out/Under-Performance
Portfolio return minus AON return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AON 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 AON 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