+775.4%
HBAN vs ED
+2,238.5%
-1,463.0%
-95.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ED | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +0.9% | -2.5% | -2.0% |
| 7D | +2.1% | +0.5% | +1.5% | +1.8% |
| 30D | -4.5% | +1.1% | -5.6% | -5.0% |
| 3M | +2.6% | +4.6% | -2.1% | +0.3% |
| 6M | +4.7% | -2.0% | +6.7% | +5.2% |
| YTD | -1.5% | +11.7% | -13.2% | -7.0% |
| 1Y | -1.9% | +15.7% | -17.7% | -9.1% |
| 3Y | +75.2% | +34.4% | +40.8% | +48.5% |
| 5Y | +37.2% | +67.3% | -30.1% | +2.6% |
| 10Y | +156.6% | +104.0% | +52.6% | +64.3% |
| All | +775.4% | +2,238.5% | -1,463.0% | +132.9% |
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