+36.3%
HBAN vs BEN
+36.0%
+0.3%
-44.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | 0.0% | +0.8% | +0.8% |
| 7D | -1.0% | -3.1% | +2.1% | +0.8% |
| 30D | -5.6% | +0.2% | -5.8% | -5.8% |
| 3M | -1.1% | +6.8% | -8.0% | -5.3% |
| 6M | +9.9% | +38.1% | -28.2% | -10.0% |
| YTD | -0.9% | +44.3% | -45.3% | -21.1% |
| 1Y | -1.4% | +42.6% | -44.0% | -21.1% |
| 3Y | +78.2% | +52.3% | +25.9% | +33.6% |
| All | +36.3% | +36.0% | +0.3% | +6.6% |
Cumulative growth
Daily Returns
Daily percentage return beside BEN.
Daily Out/Under-Performance
Portfolio return minus BEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BEN 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 BEN 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