+74.9%
HBAN vs APD
+29.7%
+45.2%
-30.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | APD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.1% | +0.5% | +0.5% |
| 7D | +2.3% | +3.8% | -1.6% | +1.1% |
| 30D | +4.8% | +8.2% | -3.4% | +2.2% |
| 3M | -10.1% | +4.3% | -14.4% | -11.3% |
| 6M | +5.0% | +4.7% | +0.3% | +3.4% |
| YTD | -6.1% | +31.5% | -37.7% | -15.0% |
| 1Y | +4.6% | +23.5% | -19.0% | -3.4% |
| 3Y | +74.9% | +29.1% | +45.8% | +65.1% |
| All | +74.9% | +29.7% | +45.2% | +65.1% |
Cumulative growth
Daily Returns
Daily percentage return beside APD.
Daily Out/Under-Performance
Portfolio return minus APD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APD 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 3y: compounded portfolio wealth divided by compounded APD 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…
3y analysis · Full analysis span regression · 6 months rolling