-1.7%
HBAN vs AR
+22.8%
-24.5%
-21.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.1% | +0.5% | +0.6% |
| 7D | -1.9% | -1.3% | -0.6% | -2.0% |
| 30D | -5.9% | +3.5% | -9.4% | -5.7% |
| 3M | +0.2% | +9.9% | -9.7% | +0.8% |
| 6M | +6.6% | +4.5% | +2.1% | +6.3% |
| YTD | -1.7% | +13.7% | -15.4% | -2.3% |
| 1Y | -1.7% | +19.2% | -21.0% | -3.0% |
| All | -1.7% | +22.8% | -24.5% | -3.0% |
Cumulative growth
Daily Returns
Daily percentage return beside AR.
Daily Out/Under-Performance
Portfolio return minus AR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AR 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 1y: compounded portfolio wealth divided by compounded AR 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…
1y analysis · Full analysis span regression · 6 months rolling