-1.4%
HBAN vs ED
+13.4%
-14.8%
-21.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ED | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.3% | +1.0% | +0.8% |
| 7D | -1.0% | -0.8% | -0.2% | -1.1% |
| 30D | -5.6% | -0.4% | -5.2% | -5.6% |
| 3M | -1.1% | +0.5% | -1.6% | -1.1% |
| 6M | +9.9% | -3.1% | +13.0% | +8.9% |
| YTD | -0.9% | +9.8% | -10.8% | -0.9% |
| 1Y | -1.4% | +12.6% | -14.0% | -2.7% |
| All | -1.4% | +13.4% | -14.8% | -2.7% |
Cumulative growth
Daily Returns
Daily percentage return beside ED.
Daily Out/Under-Performance
Portfolio return minus ED return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ED 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 1y: compounded portfolio wealth divided by compounded ED 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…
1y analysis · Full analysis span regression · 6 months rolling