+155.3%
HBAN vs EWT
+523.5%
-368.2%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EWT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.8% | -1.0% | -0.3% |
| 7D | -1.0% | -1.1% | +0.1% | -0.4% |
| 30D | -5.6% | +4.5% | -10.1% | -8.1% |
| 3M | -1.1% | +8.3% | -9.4% | -7.1% |
| 6M | +9.9% | +54.2% | -44.4% | -18.9% |
| YTD | -0.9% | +74.6% | -75.5% | -33.1% |
| 1Y | -1.4% | +84.9% | -86.3% | -36.3% |
| 3Y | +78.2% | +197.5% | -119.3% | -20.7% |
| 5Y | +37.0% | +150.6% | -113.6% | -30.8% |
| All | +155.3% | +523.5% | -368.2% | -25.0% |
Cumulative growth
Daily Returns
Daily percentage return beside EWT.
Daily Out/Under-Performance
Portfolio return minus EWT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EWT 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 EWT 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