+37.2%
HBAN vs FE
+48.2%
-11.0%
-44.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.7% | -0.9% | -1.4% |
| 7D | +2.1% | +0.6% | +1.4% | +1.9% |
| 30D | -4.5% | -2.1% | -2.4% | -3.9% |
| 3M | +2.6% | +2.6% | -0.1% | +1.6% |
| 6M | +4.7% | -6.8% | +11.5% | +6.8% |
| YTD | -1.5% | +6.9% | -8.4% | -4.1% |
| 1Y | -1.9% | +11.6% | -13.5% | -6.0% |
| 3Y | +75.2% | +47.7% | +27.5% | +48.3% |
| 5Y | +37.2% | +46.2% | -9.0% | +12.0% |
| All | +37.2% | +48.2% | -11.0% | +12.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling