+773.9%
HBAN vs GIS
+1,410.0%
-636.1%
-95.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -3.0% | +3.6% | +1.7% |
| 7D | -1.9% | -8.4% | +6.5% | +1.1% |
| 30D | -5.9% | -5.2% | -0.7% | -4.3% |
| 3M | +0.2% | +8.2% | -7.9% | -3.1% |
| 6M | +6.6% | -12.0% | +18.7% | +10.7% |
| YTD | -1.7% | -18.9% | +17.2% | +4.5% |
| 1Y | -1.7% | -23.6% | +21.9% | +6.6% |
| 3Y | +74.9% | -37.6% | +112.5% | +100.2% |
| 5Y | +36.0% | -25.2% | +61.2% | +42.0% |
| 10Y | +156.9% | -19.3% | +176.3% | +146.1% |
| All | +773.9% | +1,410.0% | -636.1% | +270.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling