+780.7%
HBAN vs NTRS
+7,800.3%
-7,019.7%
-95.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NTRS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.1% | -0.3% | 0.0% |
| 7D | -1.0% | +1.4% | -2.4% | -2.0% |
| 30D | -5.6% | -0.7% | -4.9% | -5.1% |
| 3M | -1.1% | +11.3% | -12.5% | -8.8% |
| 6M | +9.9% | +35.5% | -25.7% | -12.8% |
| YTD | -0.9% | +40.6% | -41.5% | -24.1% |
| 1Y | -1.4% | +49.2% | -50.6% | -27.7% |
| 3Y | +78.2% | +167.2% | -89.0% | -15.9% |
| 5Y | +37.0% | +94.9% | -57.9% | -20.3% |
| 10Y | +158.9% | +259.5% | -100.6% | -2.1% |
| All | +780.7% | +7,800.3% | -7,019.7% | +42.3% |
Cumulative growth
Daily Returns
Daily percentage return beside NTRS.
Daily Out/Under-Performance
Portfolio return minus NTRS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NTRS 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 NTRS 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