+153.3%
HBAN vs ARWR
+1,080.6%
-927.3%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.2% | +0.4% | +0.6% |
| 7D | -1.9% | -4.3% | +2.4% | -1.5% |
| 30D | -5.9% | -7.3% | +1.4% | -5.2% |
| 3M | +0.2% | +17.0% | -16.8% | -1.5% |
| 6M | +6.6% | +39.8% | -33.2% | +2.8% |
| YTD | -1.7% | +24.7% | -26.4% | -4.5% |
| 1Y | -1.7% | +186.5% | -188.2% | -12.1% |
| 3Y | +74.9% | +176.8% | -101.9% | +50.6% |
| 5Y | +36.0% | +29.3% | +6.6% | +20.7% |
| All | +153.3% | +1,080.6% | -927.3% | +96.0% |
Cumulative growth
Daily Returns
Daily percentage return beside ARWR.
Daily Out/Under-Performance
Portfolio return minus ARWR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ARWR 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 10y: compounded portfolio wealth divided by compounded ARWR 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…
10y analysis · Full analysis span regression · 6 months rolling