+103.8%
HBAN vs NDAQ
+2,327.9%
-2,224.1%
-95.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -1.9% | +1.7% | +0.8% |
| 7D | +0.7% | -2.4% | +3.1% | +1.9% |
| 30D | -3.2% | +2.5% | -5.7% | -4.6% |
| 3M | +4.0% | +9.9% | -6.0% | -1.8% |
| 6M | +3.1% | +9.4% | -6.3% | -3.0% |
| YTD | 0.0% | +0.4% | -0.4% | -2.1% |
| 1Y | -1.2% | +4.0% | -5.2% | -5.4% |
| 3Y | +72.5% | +94.4% | -21.9% | +18.0% |
| 5Y | +39.3% | +56.7% | -17.4% | +4.7% |
| 10Y | +157.3% | +375.3% | -218.0% | +5.2% |
| All | +103.8% | +2,327.9% | -2,224.1% | -48.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling