+99.7%
HBAN vs P
+666.7%
-567.0%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | P | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +3.4% | -4.3% | -1.5% |
| 7D | +0.8% | +17.8% | -17.1% | -2.2% |
| 30D | +3.2% | -29.9% | +33.1% | +9.0% |
| 3M | -11.1% | -1.2% | -9.9% | -12.3% |
| 6M | +1.2% | +32.1% | -30.9% | -7.0% |
| YTD | -6.7% | +64.3% | -71.0% | -18.9% |
| 1Y | +2.4% | +24.3% | -21.9% | -7.3% |
| 3Y | +73.3% | +203.2% | -130.0% | +19.2% |
| 5Y | +20.7% | +290.4% | -269.7% | -24.4% |
| All | +99.7% | +666.7% | -567.0% | -5.8% |
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