+373.7%
HBAN vs FLEX
+7,857.5%
-7,483.7%
-95.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FLEX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +4.4% | -6.0% | -2.6% |
| 7D | +2.1% | +7.0% | -4.9% | +0.4% |
| 30D | -4.5% | -5.8% | +1.3% | -3.4% |
| 3M | +2.6% | -24.2% | +26.8% | +7.8% |
| 6M | +4.7% | +90.8% | -86.1% | -14.1% |
| YTD | -1.5% | +89.2% | -90.7% | -19.5% |
| 1Y | -1.9% | +104.7% | -106.6% | -21.9% |
| 3Y | +75.2% | +478.1% | -402.9% | +6.6% |
| 5Y | +37.2% | +726.2% | -689.0% | -23.9% |
| 10Y | +156.6% | +1,060.6% | -904.0% | +24.1% |
| All | +373.7% | +7,857.5% | -7,483.7% | +55.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling