+155.3%
HBAN vs EW
+120.5%
+34.8%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -2.8% | +3.5% | +1.5% |
| 7D | -1.0% | -6.2% | +5.2% | +0.7% |
| 30D | -5.6% | -9.3% | +3.7% | -3.2% |
| 3M | -1.1% | -1.6% | +0.5% | -0.9% |
| 6M | +9.9% | -0.8% | +10.7% | +9.7% |
| YTD | -0.9% | -1.0% | +0.1% | -1.3% |
| 1Y | -1.4% | +8.2% | -9.5% | -4.2% |
| 3Y | +78.2% | +12.7% | +65.5% | +64.0% |
| 5Y | +37.0% | -30.2% | +67.2% | +43.0% |
| All | +155.3% | +120.5% | +34.8% | +95.6% |
Cumulative growth
Daily Returns
Daily percentage return beside EW.
Daily Out/Under-Performance
Portfolio return minus EW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EW 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 EW 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