+76.8%
HBAN vs GEN
+58.8%
+18.1%
-30.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.7% | -0.1% | +0.4% |
| 7D | -1.9% | -4.3% | +2.4% | -0.6% |
| 30D | -5.9% | +3.8% | -9.6% | -7.0% |
| 3M | +0.2% | +22.3% | -22.0% | -6.1% |
| 6M | +6.6% | +39.0% | -32.3% | -5.3% |
| YTD | -1.7% | +11.9% | -13.6% | -5.0% |
| 1Y | -1.7% | +4.5% | -6.2% | -2.2% |
| All | +76.8% | +58.8% | +18.1% | +46.0% |
Cumulative growth
Daily Returns
Daily percentage return beside GEN.
Daily Out/Under-Performance
Portfolio return minus GEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GEN 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 GEN 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