+55.7%
HBAN vs GH
+467.1%
-411.4%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -1.0% | +1.8% | +0.9% |
| 7D | -1.0% | -2.5% | +1.5% | -0.7% |
| 30D | -5.6% | -4.7% | -0.9% | -5.2% |
| 3M | -1.1% | +20.2% | -21.4% | -3.4% |
| 6M | +9.9% | +78.8% | -68.9% | +2.6% |
| YTD | -0.9% | +54.1% | -55.0% | -6.2% |
| 1Y | -1.4% | +177.1% | -178.5% | -12.7% |
| 3Y | +78.2% | +371.6% | -293.4% | +44.1% |
| 5Y | +37.0% | +21.9% | +15.1% | +18.5% |
| All | +55.7% | +467.1% | -411.4% | +22.9% |
Cumulative growth
Daily Returns
Daily percentage return beside GH.
Daily Out/Under-Performance
Portfolio return minus GH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GH 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 GH 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