+100.8%
HBAN vs FE
+126.1%
-25.3%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +1.1% | -0.5% | +0.2% |
| 7D | +2.3% | +1.2% | +1.0% | +1.8% |
| 30D | +4.8% | +4.5% | +0.2% | +3.2% |
| 3M | -10.1% | +1.3% | -11.4% | -10.5% |
| 6M | +5.0% | +8.7% | -3.6% | +2.0% |
| YTD | -6.1% | +9.2% | -15.4% | -9.4% |
| 1Y | +4.6% | +7.0% | -2.4% | +1.6% |
| 3Y | +74.9% | +51.4% | +23.5% | +48.4% |
| 5Y | +21.4% | +47.7% | -26.3% | +3.0% |
| All | +100.8% | +126.1% | -25.3% | +74.7% |
Cumulative growth
Daily Returns
Daily percentage return beside FE.
Daily Out/Under-Performance
Portfolio return minus FE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FE 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 FE 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