+47.8%
HBAN vs EXE
+187.5%
-139.8%
-44.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EXE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -1.6% | +0.8% | -0.4% |
| 7D | -1.5% | -2.7% | +1.2% | -0.8% |
| 30D | -5.5% | -0.4% | -5.1% | -5.5% |
| 3M | -0.2% | +9.5% | -9.7% | -2.9% |
| 6M | +5.2% | -9.3% | +14.5% | +7.3% |
| YTD | -2.3% | -10.9% | +8.6% | -0.2% |
| 1Y | -2.2% | +4.3% | -6.5% | -5.1% |
| 3Y | +73.8% | +18.8% | +55.0% | +59.8% |
| 5Y | +35.2% | +101.4% | -66.2% | +1.2% |
| All | +47.8% | +187.5% | -139.8% | -4.0% |
Cumulative growth
Daily Returns
Daily percentage return beside EXE.
Daily Out/Under-Performance
Portfolio return minus EXE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXE 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 EXE 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