+99.7%
HBAN vs GD
+165.4%
-65.8%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.1% | +0.2% | -0.1% |
| 7D | +0.8% | +1.9% | -1.1% | -0.6% |
| 30D | +3.2% | +9.2% | -6.0% | -3.7% |
| 3M | -11.1% | -7.5% | -3.6% | -6.0% |
| 6M | +1.2% | +5.8% | -4.6% | -4.2% |
| YTD | -6.7% | +9.8% | -16.5% | -15.2% |
| 1Y | +2.4% | +5.8% | -3.4% | -4.2% |
| 3Y | +73.3% | +58.0% | +15.2% | +13.7% |
| 5Y | +20.7% | +100.4% | -79.7% | -37.5% |
| All | +99.7% | +165.4% | -65.8% | -16.2% |
Cumulative growth
Daily Returns
Daily percentage return beside GD.
Daily Out/Under-Performance
Portfolio return minus GD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GD 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 GD 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