+35.2%
HBAN vs HAS
+10.8%
+24.4%
-44.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -1.5% | +0.7% | -0.2% |
| 7D | -1.5% | -4.8% | +3.4% | +0.3% |
| 30D | -5.5% | -5.1% | -0.4% | -3.8% |
| 3M | -0.2% | +6.4% | -6.6% | -2.9% |
| 6M | +5.2% | -5.6% | +10.8% | +6.3% |
| YTD | -2.3% | +11.0% | -13.3% | -7.5% |
| 1Y | -2.2% | +16.8% | -19.0% | -9.3% |
| 3Y | +73.8% | +44.0% | +29.8% | +44.6% |
| 5Y | +35.2% | +11.0% | +24.2% | +32.5% |
| All | +35.2% | +10.8% | +24.4% | +32.5% |
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