+789.5%
HBAN vs GEN
+8,838.9%
-8,049.3%
-95.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -2.2% | +2.0% | +0.2% |
| 7D | +0.7% | -1.2% | +1.8% | +0.8% |
| 30D | -3.2% | +10.1% | -13.4% | -4.8% |
| 3M | +4.0% | +16.1% | -12.1% | +1.3% |
| 6M | +3.1% | +38.9% | -35.7% | -2.7% |
| YTD | 0.0% | +14.4% | -14.4% | -2.9% |
| 1Y | -1.2% | +5.9% | -7.0% | -2.9% |
| 3Y | +72.5% | +58.8% | +13.7% | +58.7% |
| 5Y | +39.3% | +24.7% | +14.6% | +31.9% |
| 10Y | +157.3% | +163.1% | -5.7% | +111.6% |
| All | +789.5% | +8,838.9% | -8,049.3% | +390.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling