+99.7%
HBAN vs FN
+763.2%
-663.5%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -4.1% | +3.2% | -0.2% |
| 7D | +0.8% | +20.8% | -20.0% | -2.8% |
| 30D | +3.2% | -17.3% | +20.5% | +5.6% |
| 3M | -11.1% | -38.1% | +27.1% | -4.8% |
| 6M | +1.2% | -44.2% | +45.4% | +8.3% |
| YTD | -6.7% | -22.3% | +15.6% | -9.1% |
| 1Y | +2.4% | -20.9% | +23.3% | -1.3% |
| 3Y | +73.3% | +111.1% | -37.8% | +23.6% |
| 5Y | +20.7% | +191.8% | -171.1% | -24.2% |
| All | +99.7% | +763.2% | -663.5% | -1.7% |
Cumulative growth
Daily Returns
Daily percentage return beside FN.
Daily Out/Under-Performance
Portfolio return minus FN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FN 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 FN 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