+35.2%
HBAN vs HST
+75.9%
-40.6%
-44.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HST | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.1% | -0.6% | -0.7% |
| 7D | -1.5% | -0.3% | -1.2% | -1.3% |
| 30D | -5.5% | -2.8% | -2.7% | -4.1% |
| 3M | -0.2% | -6.5% | +6.2% | +3.0% |
| 6M | +5.2% | +20.7% | -15.6% | -5.9% |
| YTD | -2.3% | +30.5% | -32.8% | -16.3% |
| 1Y | -2.2% | +36.8% | -39.0% | -18.5% |
| 3Y | +73.8% | +65.9% | +8.0% | +29.8% |
| 5Y | +35.2% | +73.9% | -38.7% | -5.8% |
| All | +35.2% | +75.9% | -40.6% | -5.8% |
Cumulative growth
Daily Returns
Daily percentage return beside HST.
Daily Out/Under-Performance
Portfolio return minus HST return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HST 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 HST 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