+75.6%
HBAN vs AR
+46.6%
+29.0%
-30.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +1.5% | -1.3% | 0.0% |
| 7D | -1.1% | +2.1% | -3.2% | -1.4% |
| 30D | +3.1% | +4.5% | -1.4% | +2.2% |
| 3M | -9.8% | +1.0% | -10.8% | -10.1% |
| 6M | +1.4% | +4.4% | -3.0% | +0.2% |
| YTD | -5.8% | +10.9% | -16.7% | -9.0% |
| 1Y | +4.2% | +8.6% | -4.3% | +0.9% |
| All | +75.6% | +46.6% | +29.0% | +55.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling