+155.3%
HBAN vs FIS
-39.8%
+195.0%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.2% | +0.6% | +0.7% |
| 7D | -1.0% | -7.9% | +6.9% | +2.7% |
| 30D | -5.6% | -8.0% | +2.4% | -2.2% |
| 3M | -1.1% | +0.6% | -1.8% | -2.5% |
| 6M | +9.9% | -22.2% | +32.1% | +21.2% |
| YTD | -0.9% | -40.8% | +39.8% | +24.4% |
| 1Y | -1.4% | -41.5% | +40.1% | +24.3% |
| 3Y | +78.2% | -25.5% | +103.7% | +94.7% |
| 5Y | +37.0% | -64.8% | +101.8% | +110.1% |
| All | +155.3% | -39.8% | +195.0% | +232.0% |
Cumulative growth
Daily Returns
Daily percentage return beside FIS.
Daily Out/Under-Performance
Portfolio return minus FIS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FIS 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 FIS 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