+36.0%
HBAN vs OPEN
-85.3%
+121.2%
-44.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -6.7% | +7.3% | +1.1% |
| 7D | -1.9% | -10.5% | +8.6% | -1.2% |
| 30D | -5.9% | -21.8% | +15.9% | -4.3% |
| 3M | +0.2% | -37.5% | +37.7% | +3.2% |
| 6M | +6.6% | -44.1% | +50.8% | +10.2% |
| YTD | -1.7% | -52.0% | +50.3% | +2.2% |
| 1Y | -1.7% | -52.2% | +50.5% | -0.7% |
| 3Y | +74.9% | -25.9% | +100.8% | +55.7% |
| 5Y | +36.0% | -85.1% | +121.0% | +22.0% |
| All | +36.0% | -85.3% | +121.2% | +22.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling