+155.3%
HBAN vs EME
+1,362.1%
-1,206.8%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EME | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +4.3% | -3.5% | -1.3% |
| 7D | -1.0% | +3.5% | -4.5% | -2.8% |
| 30D | -5.6% | -6.3% | +0.7% | -2.9% |
| 3M | -1.1% | -3.8% | +2.6% | -1.4% |
| 6M | +9.9% | +8.5% | +1.4% | +2.0% |
| YTD | -0.9% | +27.8% | -28.8% | -16.7% |
| 1Y | -1.4% | +22.2% | -23.6% | -17.7% |
| 3Y | +78.2% | +253.5% | -175.3% | -28.8% |
| 5Y | +37.0% | +578.6% | -541.6% | -65.6% |
| All | +155.3% | +1,362.1% | -1,206.8% | -60.0% |
Cumulative growth
Daily Returns
Daily percentage return beside EME.
Daily Out/Under-Performance
Portfolio return minus EME return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EME 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 EME 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