+75.2%
HBAN vs AR
+44.7%
+30.5%
-30.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.8% | -0.7% | -1.5% |
| 7D | +2.1% | -1.8% | +3.9% | +2.4% |
| 30D | -4.5% | +12.6% | -17.1% | -6.4% |
| 3M | +2.6% | +10.0% | -7.5% | +0.7% |
| 6M | +4.7% | +0.6% | +4.1% | +3.9% |
| YTD | -1.5% | +13.4% | -14.9% | -5.2% |
| 1Y | -1.9% | +21.7% | -23.6% | -7.7% |
| 3Y | +75.2% | +45.8% | +29.4% | +53.6% |
| All | +75.2% | +44.7% | +30.5% | +53.6% |
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