+155.3%
HBAN vs GAP
+31.2%
+124.0%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GAP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +2.9% | -2.1% | 0.0% |
| 7D | -1.0% | -4.1% | +3.1% | +0.1% |
| 30D | -5.6% | +6.2% | -11.8% | -7.6% |
| 3M | -1.1% | -0.7% | -0.5% | -1.7% |
| 6M | +9.9% | -7.1% | +17.0% | +10.4% |
| YTD | -0.9% | -14.1% | +13.1% | +1.3% |
| 1Y | -1.4% | -8.5% | +7.1% | -1.6% |
| 3Y | +78.2% | +115.4% | -37.1% | +24.6% |
| 5Y | +37.0% | +9.8% | +27.2% | +10.0% |
| All | +155.3% | +31.2% | +124.0% | +56.6% |
Cumulative growth
Daily Returns
Daily percentage return beside GAP.
Daily Out/Under-Performance
Portfolio return minus GAP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GAP 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 GAP 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