+78.2%
HBAN vs HIG
+101.1%
-22.9%
-30.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.3% | +1.1% | +1.0% |
| 7D | -1.0% | -1.5% | +0.5% | -0.2% |
| 30D | -5.6% | -0.4% | -5.2% | -5.5% |
| 3M | -1.1% | +6.7% | -7.8% | -5.5% |
| 6M | +9.9% | +2.0% | +7.9% | +7.8% |
| YTD | -0.9% | +0.3% | -1.2% | -1.8% |
| 1Y | -1.4% | +4.2% | -5.6% | -4.6% |
| 3Y | +78.2% | +102.2% | -24.0% | +16.8% |
| All | +78.2% | +101.1% | -22.9% | +16.8% |
Cumulative growth
Daily Returns
Daily percentage return beside HIG.
Daily Out/Under-Performance
Portfolio return minus HIG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HIG 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 3y: compounded portfolio wealth divided by compounded HIG 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…
3y analysis · Full analysis span regression · 6 months rolling