+29.2%
HBAN vs NXT
+173.5%
-144.3%
-38.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NXT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.9% | -1.1% | +0.6% |
| 7D | -1.0% | -1.9% | +0.9% | -0.8% |
| 30D | -5.6% | -20.0% | +14.4% | -3.7% |
| 3M | -1.1% | -30.7% | +29.6% | +1.9% |
| 6M | +9.9% | -29.0% | +38.8% | +12.1% |
| YTD | -0.9% | -4.8% | +3.9% | -2.5% |
| 1Y | -1.4% | +22.8% | -24.2% | -6.3% |
| 3Y | +78.2% | +93.9% | -15.7% | +51.3% |
| All | +29.2% | +173.5% | -144.3% | +2.0% |
Cumulative growth
Daily Returns
Daily percentage return beside NXT.
Daily Out/Under-Performance
Portfolio return minus NXT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NXT 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 10y: compounded portfolio wealth divided by compounded NXT 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…
10y analysis · Full analysis span regression · 6 months rolling