+153.3%
HBAN vs PAAS
+232.4%
-79.1%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -4.3% | +4.9% | +0.7% |
| 7D | -1.9% | -3.7% | +1.8% | -1.8% |
| 30D | -5.9% | -1.9% | -4.0% | -5.8% |
| 3M | +0.2% | +15.1% | -14.8% | -0.2% |
| 6M | +6.6% | -17.1% | +23.7% | +6.9% |
| YTD | -1.7% | -1.3% | -0.4% | -2.0% |
| 1Y | -1.7% | +41.1% | -42.8% | -3.0% |
| 3Y | +74.9% | +244.2% | -169.3% | +68.6% |
| 5Y | +36.0% | +120.8% | -84.9% | +30.5% |
| All | +153.3% | +232.4% | -79.1% | +163.6% |
Cumulative growth
Daily Returns
Daily percentage return beside PAAS.
Daily Out/Under-Performance
Portfolio return minus PAAS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PAAS 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 PAAS 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