+92.8%
HBAN vs FND
+56.5%
+36.3%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.0% | -0.2% | +0.5% |
| 7D | -1.0% | -5.8% | +4.8% | +0.6% |
| 30D | -5.6% | -20.2% | +14.6% | +0.1% |
| 3M | -1.1% | -12.0% | +10.8% | +1.5% |
| 6M | +9.9% | -18.5% | +28.4% | +14.2% |
| YTD | -0.9% | -22.3% | +21.3% | +3.6% |
| 1Y | -1.4% | -47.6% | +46.2% | +14.4% |
| 3Y | +78.2% | -49.8% | +128.0% | +102.2% |
| 5Y | +37.0% | -63.0% | +100.0% | +59.8% |
| All | +92.8% | +56.5% | +36.3% | +46.9% |
Cumulative growth
Daily Returns
Daily percentage return beside FND.
Daily Out/Under-Performance
Portfolio return minus FND return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FND 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 FND 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