+780.7%
HBAN vs NI
+5,095.2%
-4,314.5%
-95.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | 0.0% | +0.8% | +0.8% |
| 7D | -1.0% | 0.0% | -1.0% | -1.0% |
| 30D | -5.6% | -1.4% | -4.2% | -4.9% |
| 3M | -1.1% | -10.6% | +9.4% | +4.6% |
| 6M | +9.9% | -9.3% | +19.2% | +15.2% |
| YTD | -0.9% | +1.1% | -2.1% | -2.3% |
| 1Y | -1.4% | +3.4% | -4.8% | -4.2% |
| 3Y | +78.2% | +67.9% | +10.3% | +31.6% |
| 5Y | +37.0% | +98.0% | -60.9% | -9.4% |
| 10Y | +158.9% | +143.6% | +15.3% | +43.3% |
| All | +780.7% | +5,095.2% | -4,314.5% | +36.2% |
Cumulative growth
Daily Returns
Daily percentage return beside NI.
Daily Out/Under-Performance
Portfolio return minus NI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NI 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 NI 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