+734.5%
HBAN vs ED
+2,513.4%
-1,778.9%
-95.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ED | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +1.4% | -0.8% | 0.0% |
| 7D | +2.3% | +2.1% | +0.2% | +1.3% |
| 30D | +4.8% | +10.4% | -5.6% | +0.2% |
| 3M | -10.1% | +12.5% | -22.6% | -14.8% |
| 6M | +5.0% | +14.9% | -9.9% | -1.6% |
| YTD | -6.1% | +24.8% | -31.0% | -15.7% |
| 1Y | +4.6% | +23.8% | -19.3% | -5.9% |
| 3Y | +74.9% | +51.6% | +23.3% | +40.3% |
| 5Y | +21.4% | +86.4% | -65.0% | -13.3% |
| 10Y | +105.3% | +145.4% | -40.2% | +20.8% |
| All | +734.5% | +2,513.4% | -1,778.9% | +111.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling