+26.0%
HBAN vs FGI
-70.0%
+96.1%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.1% | -0.4% | -0.5% |
| 7D | -0.1% | -4.1% | +4.0% | -0.1% |
| 30D | +3.4% | -3.4% | +6.7% | +3.4% |
| 3M | -9.1% | +61.8% | -70.9% | -10.5% |
| 6M | +0.1% | +17.0% | -16.9% | -1.1% |
| YTD | -6.0% | +31.4% | -37.4% | -8.2% |
| 1Y | +4.0% | +42.7% | -38.6% | +1.2% |
| 3Y | +74.5% | -0.1% | +74.6% | +69.2% |
| All | +26.0% | -70.0% | +96.1% | +24.1% |
Cumulative growth
Daily Returns
Daily percentage return beside FGI.
Daily Out/Under-Performance
Portfolio return minus FGI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FGI 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 FGI 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