+91.7%
HBAN vs FND
+58.4%
+33.3%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -4.6% | +3.0% | -0.4% |
| 7D | +2.1% | +0.4% | +1.7% | +1.9% |
| 30D | -4.5% | -23.6% | +19.1% | +2.3% |
| 3M | +2.6% | +4.3% | -1.8% | +0.4% |
| 6M | +4.7% | -20.3% | +25.0% | +9.5% |
| YTD | -1.5% | -21.3% | +19.8% | +2.7% |
| 1Y | -1.9% | -45.4% | +43.4% | +12.4% |
| 3Y | +75.2% | -48.9% | +124.1% | +97.8% |
| 5Y | +37.2% | -61.0% | +98.2% | +57.8% |
| All | +91.7% | +58.4% | +33.3% | +45.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling