+179.5%
HBAN vs EWT
+591.5%
-412.0%
-95.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EWT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +0.2% | -1.0% | -0.9% |
| 7D | -1.5% | +2.1% | -3.6% | -2.6% |
| 30D | -5.5% | +9.4% | -14.9% | -10.2% |
| 3M | -0.2% | +10.9% | -11.1% | -7.1% |
| 6M | +5.2% | +57.9% | -52.8% | -20.9% |
| YTD | -2.3% | +75.9% | -78.2% | -31.2% |
| 1Y | -2.2% | +89.7% | -91.9% | -34.2% |
| 3Y | +73.8% | +200.9% | -127.0% | -11.8% |
| 5Y | +35.2% | +154.5% | -119.3% | -24.6% |
| 10Y | +155.4% | +520.8% | -365.4% | -13.8% |
| All | +179.5% | +591.5% | -412.0% | -35.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling