+76.8%
HBAN vs FND
-50.8%
+127.6%
-30.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -1.5% | +2.1% | +1.0% |
| 7D | -1.9% | -5.1% | +3.1% | -0.5% |
| 30D | -5.9% | -22.5% | +16.7% | +0.8% |
| 3M | +0.2% | -5.0% | +5.2% | +0.6% |
| 6M | +6.6% | -21.5% | +28.2% | +12.3% |
| YTD | -1.7% | -23.0% | +21.3% | +3.2% |
| 1Y | -1.7% | -44.9% | +43.2% | +13.9% |
| All | +76.8% | -50.8% | +127.6% | +91.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling