+335.3%
HBAN vs IT
+5,548.9%
-5,213.6%
-95.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -1.7% | +0.9% | -0.4% |
| 7D | -1.5% | -9.1% | +7.7% | +0.8% |
| 30D | -5.5% | -12.2% | +6.6% | -2.7% |
| 3M | -0.2% | +7.8% | -8.0% | -4.0% |
| 6M | +5.2% | +2.0% | +3.2% | +1.6% |
| YTD | -2.3% | -32.7% | +30.4% | +3.9% |
| 1Y | -2.2% | -31.1% | +28.9% | +2.8% |
| 3Y | +73.8% | -52.1% | +125.9% | +97.4% |
| 5Y | +35.2% | -46.3% | +81.5% | +47.5% |
| 10Y | +155.4% | +91.4% | +64.0% | +101.6% |
| All | +335.3% | +5,548.9% | -5,213.6% | +122.6% |
Cumulative growth
Daily Returns
Daily percentage return beside IT.
Daily Out/Under-Performance
Portfolio return minus IT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IT 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 IT 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