+151.8%
HBAN vs P
+709.5%
-557.7%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | P | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -4.0% | +3.3% | 0.0% |
| 7D | -1.5% | +5.0% | -6.5% | -2.4% |
| 30D | -5.5% | -0.9% | -4.6% | -5.8% |
| 3M | -0.2% | +38.7% | -38.9% | -7.4% |
| 6M | +5.2% | +54.4% | -49.2% | -5.7% |
| YTD | -2.3% | +44.8% | -47.1% | -12.1% |
| 1Y | -2.2% | +22.5% | -24.7% | -10.9% |
| 3Y | +73.8% | +148.2% | -74.4% | +25.7% |
| 5Y | +35.2% | +268.9% | -233.7% | -14.0% |
| All | +151.8% | +709.5% | -557.7% | +28.1% |
Cumulative growth
Daily Returns
Daily percentage return beside P.
Daily Out/Under-Performance
Portfolio return minus P return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × P 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 P 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