+21.7%
HBAN vs HAS
+54.3%
-32.7%
-44.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +1.8% | -1.6% | -0.4% |
| 7D | -1.1% | +2.0% | -3.1% | -1.8% |
| 30D | +3.1% | +30.9% | -27.8% | -6.7% |
| 3M | -9.8% | +28.8% | -38.5% | -17.9% |
| 6M | +1.4% | +32.3% | -30.9% | -9.3% |
| YTD | -5.8% | +54.7% | -60.5% | -21.2% |
| 1Y | +4.2% | +63.2% | -59.0% | -14.7% |
| 3Y | +74.9% | +220.7% | -145.8% | +6.0% |
| 5Y | +21.7% | +53.3% | -31.7% | +5.8% |
| All | +21.7% | +54.3% | -32.7% | +5.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling