+155.3%
HBAN vs GSK
+80.1%
+75.2%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GSK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | 0.0% | +0.8% | +0.8% |
| 7D | -1.0% | -3.5% | +2.5% | +0.1% |
| 30D | -5.6% | -3.4% | -2.2% | -4.7% |
| 3M | -1.1% | -8.1% | +7.0% | +1.1% |
| 6M | +9.9% | -11.1% | +21.0% | +13.5% |
| YTD | -0.9% | +0.7% | -1.7% | -1.8% |
| 1Y | -1.4% | +20.1% | -21.5% | -7.9% |
| 3Y | +78.2% | +46.1% | +32.1% | +51.1% |
| 5Y | +37.0% | +48.2% | -11.2% | +12.8% |
| All | +155.3% | +80.1% | +75.2% | +101.0% |
Cumulative growth
Daily Returns
Daily percentage return beside GSK.
Daily Out/Under-Performance
Portfolio return minus GSK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GSK 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 GSK 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