+133.3%
HBAN vs HDB
+3,694.0%
-3,560.7%
-95.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -3.0% | +1.4% | -0.1% |
| 7D | +2.1% | -2.0% | +4.1% | +3.1% |
| 30D | -4.5% | -4.9% | +0.4% | -2.3% |
| 3M | +2.6% | -2.3% | +4.9% | +2.9% |
| 6M | +4.7% | -23.7% | +28.5% | +17.9% |
| YTD | -1.5% | -38.5% | +36.9% | +22.8% |
| 1Y | -1.9% | -36.5% | +34.5% | +20.0% |
| 3Y | +75.2% | -28.5% | +103.7% | +96.5% |
| 5Y | +37.2% | -37.4% | +74.6% | +60.8% |
| 10Y | +156.6% | +34.0% | +122.5% | +91.6% |
| All | +133.3% | +3,694.0% | -3,560.7% | -39.1% |
Cumulative growth
Daily Returns
Daily percentage return beside HDB.
Daily Out/Under-Performance
Portfolio return minus HDB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HDB 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 HDB 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