+35.1%
HBAN vs EXC
+45.3%
-10.2%
-44.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EXC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.6% | -0.2% | -0.7% |
| 7D | -1.5% | +0.3% | -1.8% | -1.6% |
| 30D | -5.5% | -0.9% | -4.6% | -5.3% |
| 3M | -0.2% | -2.7% | +2.4% | +0.2% |
| 6M | +5.2% | -9.4% | +14.5% | +7.2% |
| YTD | -2.3% | +3.0% | -5.3% | -3.7% |
| 1Y | -2.2% | +5.1% | -7.3% | -4.2% |
| 3Y | +73.8% | +20.6% | +53.2% | +60.5% |
| All | +35.1% | +45.3% | -10.2% | +10.8% |
Cumulative growth
Daily Returns
Daily percentage return beside EXC.
Daily Out/Under-Performance
Portfolio return minus EXC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXC 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 EXC 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