+28.2%
HBAN vs NXT
+168.4%
-140.2%
-38.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NXT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -1.2% | +1.8% | +0.7% |
| 7D | -1.9% | -2.6% | +0.6% | -1.7% |
| 30D | -5.9% | -22.4% | +16.6% | -3.7% |
| 3M | +0.2% | -27.3% | +27.6% | +2.8% |
| 6M | +6.6% | -28.5% | +35.1% | +8.7% |
| YTD | -1.7% | -6.6% | +4.9% | -3.1% |
| 1Y | -1.7% | +20.4% | -22.1% | -6.4% |
| 3Y | +74.9% | +90.9% | -16.0% | +48.6% |
| All | +28.2% | +168.4% | -140.2% | +1.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling