+35.2%
HBAN vs APD
+25.2%
+10.0%
-44.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | APD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.8% | +0.1% | -0.5% |
| 7D | -1.5% | -4.6% | +3.1% | +0.3% |
| 30D | -5.5% | -4.2% | -1.3% | -4.0% |
| 3M | -0.2% | +5.0% | -5.2% | -2.4% |
| 6M | +5.2% | +8.9% | -3.8% | +1.0% |
| YTD | -2.3% | +21.9% | -24.2% | -10.7% |
| 1Y | -2.2% | +5.6% | -7.8% | -5.4% |
| 3Y | +73.8% | +6.9% | +67.0% | +65.4% |
| 5Y | +35.2% | +25.3% | +9.9% | +5.3% |
| All | +35.2% | +25.2% | +10.0% | +5.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling