+155.3%
HBAN vs EMB
+30.3%
+124.9%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.1% | +0.9% | +0.9% |
| 7D | -1.0% | -1.2% | +0.2% | +0.3% |
| 30D | -5.6% | -1.3% | -4.3% | -4.3% |
| 3M | -1.1% | -1.8% | +0.6% | +0.8% |
| 6M | +9.9% | +0.2% | +9.7% | +9.8% |
| YTD | -0.9% | +0.4% | -1.3% | -1.2% |
| 1Y | -1.4% | +2.8% | -4.2% | -4.2% |
| 3Y | +78.2% | +29.1% | +49.1% | +36.7% |
| 5Y | +37.0% | +6.3% | +30.8% | +29.5% |
| All | +155.3% | +30.3% | +124.9% | +134.8% |
Cumulative growth
Daily Returns
Daily percentage return beside EMB.
Daily Out/Under-Performance
Portfolio return minus EMB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EMB 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 EMB 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