+78.2%
HBAN vs LOW
-10.2%
+88.4%
-30.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.1% | +0.7% | +0.7% |
| 7D | -1.0% | -3.7% | +2.7% | +1.0% |
| 30D | -5.6% | -8.9% | +3.3% | -1.1% |
| 3M | -1.1% | -10.4% | +9.3% | +4.1% |
| 6M | +9.9% | -19.4% | +29.3% | +22.3% |
| YTD | -0.9% | -17.1% | +16.2% | +7.5% |
| 1Y | -1.4% | -26.3% | +24.9% | +14.6% |
| 3Y | +78.2% | -9.9% | +88.1% | +68.7% |
| All | +78.2% | -10.2% | +88.4% | +68.7% |
Cumulative growth
Daily Returns
Daily percentage return beside LOW.
Daily Out/Under-Performance
Portfolio return minus LOW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LOW 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 LOW 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