+66.7%
HBAN vs COMP
+353.8%
-287.1%
-30.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | COMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +10.7% | -11.6% | -2.4% |
| 7D | -2.0% | +13.4% | -15.4% | -3.9% |
| 30D | +2.0% | +11.1% | -9.1% | +0.1% |
| 3M | -10.0% | -18.8% | +8.8% | -7.8% |
| 6M | -5.3% | +10.5% | -15.8% | -7.8% |
| YTD | -8.2% | -3.4% | -4.8% | -10.0% |
| 1Y | +4.2% | +19.7% | -15.5% | -1.0% |
| 3Y | +66.7% | +381.6% | -314.9% | +16.3% |
| All | +66.7% | +353.8% | -287.1% | +16.3% |
Cumulative growth
Daily Returns
Daily percentage return beside COMP.
Daily Out/Under-Performance
Portfolio return minus COMP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × COMP 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 COMP 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