+78.2%
HBAN vs OPEN
-27.3%
+105.6%
-30.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.4% | +1.1% | +0.8% |
| 7D | -1.0% | -11.4% | +10.4% | -0.3% |
| 30D | -5.6% | -20.1% | +14.5% | -4.4% |
| 3M | -1.1% | -37.6% | +36.4% | +1.4% |
| 6M | +9.9% | -47.1% | +56.9% | +13.4% |
| YTD | -0.9% | -52.1% | +51.2% | +2.5% |
| 1Y | -1.4% | -73.5% | +72.1% | +4.5% |
| 3Y | +78.2% | -24.4% | +102.6% | +53.6% |
| All | +78.2% | -27.3% | +105.6% | +53.6% |
Cumulative growth
Daily Returns
Daily percentage return beside OPEN.
Daily Out/Under-Performance
Portfolio return minus OPEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × OPEN 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 3y: compounded portfolio wealth divided by compounded OPEN 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…
3y analysis · Full analysis span regression · 6 months rolling