+155.3%
HBAN vs EFX
+42.6%
+112.7%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EFX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.6% | +0.2% | +0.6% |
| 7D | -1.0% | -4.5% | +3.5% | +0.6% |
| 30D | -5.6% | -6.1% | +0.5% | -3.8% |
| 3M | -1.1% | +6.2% | -7.4% | -4.4% |
| 6M | +9.9% | -11.2% | +21.1% | +12.8% |
| YTD | -0.9% | -21.4% | +20.5% | +5.5% |
| 1Y | -1.4% | -34.3% | +32.9% | +12.3% |
| 3Y | +78.2% | -12.5% | +90.7% | +75.9% |
| 5Y | +37.0% | -35.6% | +72.6% | +47.9% |
| All | +155.3% | +42.6% | +112.7% | +101.4% |
Cumulative growth
Daily Returns
Daily percentage return beside EFX.
Daily Out/Under-Performance
Portfolio return minus EFX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EFX 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 10y: compounded portfolio wealth divided by compounded EFX 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…
10y analysis · Full analysis span regression · 6 months rolling