+155.3%
HBAN vs HAS
+61.8%
+93.5%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.5% | -0.8% | +0.2% |
| 7D | -1.0% | -1.1% | +0.1% | -0.6% |
| 30D | -5.6% | -2.8% | -2.8% | -4.6% |
| 3M | -1.1% | +10.1% | -11.2% | -5.2% |
| 6M | +9.9% | -1.4% | +11.2% | +9.2% |
| YTD | -0.9% | +14.2% | -15.1% | -7.4% |
| 1Y | -1.4% | +18.2% | -19.6% | -9.3% |
| 3Y | +78.2% | +48.6% | +29.6% | +45.1% |
| 5Y | +37.0% | +14.2% | +22.8% | +21.6% |
| All | +155.3% | +61.8% | +93.5% | +104.8% |
Cumulative growth
Daily Returns
Daily percentage return beside HAS.
Daily Out/Under-Performance
Portfolio return minus HAS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HAS 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 HAS 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