+24.3%
HBAN vs FE
+48.8%
-24.5%
-44.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.3% | -0.2% | -0.4% |
| 7D | -0.1% | -0.5% | +0.4% | 0.0% |
| 30D | +3.4% | +4.3% | -0.9% | +2.0% |
| 3M | -9.1% | +0.4% | -9.5% | -9.3% |
| 6M | +0.1% | +6.9% | -6.8% | -2.0% |
| YTD | -6.0% | +8.0% | -14.0% | -8.8% |
| 1Y | +4.0% | +4.8% | -0.8% | +1.8% |
| 3Y | +74.5% | +49.0% | +25.5% | +46.9% |
| 5Y | +24.3% | +46.2% | -21.9% | -1.7% |
| All | +24.3% | +48.8% | -24.5% | -1.7% |
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 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