+21.1%
HBAN vs GD
+94.5%
-73.4%
-44.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.6% | -0.3% | -0.6% |
| 7D | -2.0% | -5.0% | +3.0% | +0.7% |
| 30D | +2.0% | +8.9% | -6.9% | -2.7% |
| 3M | -10.0% | -8.0% | -2.0% | -6.1% |
| 6M | -5.3% | +2.9% | -8.2% | -7.4% |
| YTD | -8.2% | +7.1% | -15.3% | -12.9% |
| 1Y | +4.2% | +5.9% | -1.7% | -0.5% |
| 3Y | +66.7% | +53.9% | +12.8% | +24.6% |
| All | +21.1% | +94.5% | -73.4% | -29.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling