+31.0%
HBAN vs FGI
-69.1%
+100.1%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +2.4% | -3.2% | -0.8% |
| 7D | -1.5% | +14.7% | -16.2% | -1.7% |
| 30D | -5.5% | +67.0% | -72.5% | -7.0% |
| 3M | -0.2% | +31.0% | -31.3% | -1.5% |
| 6M | +5.2% | +126.8% | -121.7% | +1.9% |
| YTD | -2.3% | +35.6% | -37.9% | -4.5% |
| 1Y | -2.2% | +108.9% | -111.1% | -6.2% |
| 3Y | +73.8% | -0.3% | +74.1% | +68.8% |
| All | +31.0% | -69.1% | +100.1% | +29.0% |
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