+36.3%
HBAN vs HIG
+116.1%
-79.8%
-44.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.3% | +1.1% | +1.0% |
| 7D | -1.0% | -1.5% | +0.5% | +0.1% |
| 30D | -5.6% | -0.4% | -5.2% | -5.4% |
| 3M | -1.1% | +6.7% | -7.8% | -6.7% |
| 6M | +9.9% | +2.0% | +7.9% | +7.1% |
| YTD | -0.9% | +0.3% | -1.2% | -2.3% |
| 1Y | -1.4% | +4.2% | -5.6% | -5.9% |
| 3Y | +78.2% | +102.2% | -24.0% | -7.9% |
| All | +36.3% | +116.1% | -79.8% | -34.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling