+1,626.9%
HBAN vs HBM
+649.7%
+977.2%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HBM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.6% | -0.2% | -0.6% |
| 7D | -1.5% | +5.5% | -7.0% | -2.8% |
| 30D | -5.5% | +3.3% | -8.8% | -6.5% |
| 3M | -0.2% | +12.7% | -12.9% | -4.4% |
| 6M | +5.2% | +28.2% | -23.0% | -3.8% |
| YTD | -2.3% | +45.3% | -47.6% | -14.6% |
| 1Y | -2.2% | +121.7% | -123.9% | -23.7% |
| 3Y | +73.8% | +523.5% | -449.7% | -0.4% |
| 5Y | +35.2% | +393.9% | -358.7% | -23.2% |
| 10Y | +155.4% | +647.9% | -492.5% | +4.4% |
| All | +1,626.9% | +649.7% | +977.2% | +110.4% |
Cumulative growth
Daily Returns
Daily percentage return beside HBM.
Daily Out/Under-Performance
Portfolio return minus HBM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HBM 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 HBM 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