+155.3%
HBAN vs FLEX
+1,128.1%
-972.9%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FLEX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +7.2% | -6.4% | -1.5% |
| 7D | -1.0% | +5.7% | -6.7% | -2.9% |
| 30D | -5.6% | -7.0% | +1.4% | -3.8% |
| 3M | -1.1% | -23.8% | +22.7% | +5.5% |
| 6M | +9.9% | +82.6% | -72.8% | -17.2% |
| YTD | -0.9% | +91.6% | -92.6% | -27.5% |
| 1Y | -1.4% | +100.6% | -102.0% | -30.0% |
| 3Y | +78.2% | +479.8% | -401.6% | -19.3% |
| 5Y | +37.0% | +746.5% | -709.5% | -47.5% |
| All | +155.3% | +1,128.1% | -972.9% | -27.1% |
Cumulative growth
Daily Returns
Daily percentage return beside FLEX.
Daily Out/Under-Performance
Portfolio return minus FLEX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FLEX 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 FLEX 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