+78.2%
HBAN vs NDAQ
+84.5%
-6.3%
-30.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.6% | +1.3% | +1.0% |
| 7D | -1.0% | -5.6% | +4.6% | +1.7% |
| 30D | -5.6% | -4.4% | -1.2% | -3.7% |
| 3M | -1.1% | +5.9% | -7.0% | -4.4% |
| 6M | +9.9% | +7.7% | +2.1% | +4.3% |
| YTD | -0.9% | -5.2% | +4.2% | +0.4% |
| 1Y | -1.4% | -3.4% | +2.0% | -1.5% |
| 3Y | +78.2% | +85.6% | -7.4% | +21.2% |
| All | +78.2% | +84.5% | -6.3% | +21.2% |
Cumulative growth
Daily Returns
Daily percentage return beside NDAQ.
Daily Out/Under-Performance
Portfolio return minus NDAQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NDAQ 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 NDAQ 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