+36.3%
HBAN vs ETR
+122.3%
-86.0%
-44.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ETR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.4% | +1.2% | +0.9% |
| 7D | -1.0% | -1.8% | +0.8% | -0.4% |
| 30D | -5.6% | -1.8% | -3.8% | -5.1% |
| 3M | -1.1% | -3.6% | +2.4% | -0.1% |
| 6M | +9.9% | +2.6% | +7.3% | +8.5% |
| YTD | -0.9% | +16.0% | -17.0% | -6.4% |
| 1Y | -1.4% | +20.1% | -21.5% | -8.2% |
| 3Y | +78.2% | +143.6% | -65.4% | +27.7% |
| All | +36.3% | +122.3% | -86.0% | -6.7% |
Cumulative growth
Daily Returns
Daily percentage return beside ETR.
Daily Out/Under-Performance
Portfolio return minus ETR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ETR 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 5y: compounded portfolio wealth divided by compounded ETR 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…
5y analysis · Full analysis span regression · 6 months rolling