+155.3%
HBAN vs LEN
+108.0%
+47.3%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +2.2% | -1.4% | 0.0% |
| 7D | -1.0% | -4.8% | +3.8% | +0.6% |
| 30D | -5.6% | -6.6% | +1.0% | -3.6% |
| 3M | -1.1% | -15.7% | +14.5% | +4.1% |
| 6M | +9.9% | -16.6% | +26.5% | +15.7% |
| YTD | -0.9% | -21.3% | +20.4% | +5.7% |
| 1Y | -1.4% | -42.0% | +40.6% | +16.3% |
| 3Y | +78.2% | -27.9% | +106.1% | +89.8% |
| 5Y | +37.0% | -10.7% | +47.7% | +31.1% |
| All | +155.3% | +108.0% | +47.3% | +68.7% |
Cumulative growth
Daily Returns
Daily percentage return beside LEN.
Daily Out/Under-Performance
Portfolio return minus LEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LEN 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 10y: compounded portfolio wealth divided by compounded LEN 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…
10y analysis · Full analysis span regression · 6 months rolling