+780.7%
HBAN vs BEN
+4,757.4%
-3,976.8%
-95.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | 0.0% | +0.8% | +0.8% |
| 7D | -1.0% | -3.1% | +2.1% | +0.9% |
| 30D | -5.6% | +0.2% | -5.8% | -5.8% |
| 3M | -1.1% | +6.8% | -8.0% | -5.4% |
| 6M | +9.9% | +38.1% | -28.2% | -10.4% |
| YTD | -0.9% | +44.3% | -45.3% | -21.4% |
| 1Y | -1.4% | +42.6% | -44.0% | -21.4% |
| 3Y | +78.2% | +52.3% | +25.9% | +33.4% |
| 5Y | +37.0% | +37.6% | -0.6% | +5.9% |
| 10Y | +158.9% | +55.4% | +103.5% | +80.1% |
| All | +780.7% | +4,757.4% | -3,976.8% | +210.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling