+155.3%
HBAN vs GIS
-19.5%
+174.8%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.3% | +1.1% | +0.8% |
| 7D | -1.0% | -6.4% | +5.4% | 0.0% |
| 30D | -5.6% | -6.1% | +0.5% | -4.8% |
| 3M | -1.1% | +7.8% | -9.0% | -2.5% |
| 6M | +9.9% | -8.8% | +18.7% | +11.0% |
| YTD | -0.9% | -19.1% | +18.2% | +1.6% |
| 1Y | -1.4% | -24.8% | +23.4% | +2.2% |
| 3Y | +78.2% | -37.6% | +115.8% | +88.5% |
| 5Y | +37.0% | -25.4% | +62.4% | +39.0% |
| All | +155.3% | -19.5% | +174.8% | +150.1% |
Cumulative growth
Daily Returns
Daily percentage return beside GIS.
Daily Out/Under-Performance
Portfolio return minus GIS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GIS 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 GIS 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