+768.7%
HBAN vs PEG
+2,889.2%
-2,120.5%
-95.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PEG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -1.3% | +0.5% | -0.2% |
| 7D | -1.5% | -0.1% | -1.4% | -1.5% |
| 30D | -5.5% | -1.7% | -3.8% | -4.8% |
| 3M | -0.2% | -6.8% | +6.5% | +2.9% |
| 6M | +5.2% | -11.4% | +16.5% | +10.8% |
| YTD | -2.3% | -7.2% | +4.9% | +0.4% |
| 1Y | -2.2% | -6.1% | +3.9% | -0.2% |
| 3Y | +73.8% | +31.8% | +42.1% | +49.9% |
| 5Y | +35.2% | +35.6% | -0.4% | +13.8% |
| 10Y | +155.4% | +148.7% | +6.7% | +60.8% |
| All | +768.7% | +2,889.2% | -2,120.5% | +126.4% |
Cumulative growth
Daily Returns
Daily percentage return beside PEG.
Daily Out/Under-Performance
Portfolio return minus PEG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PEG 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 all: compounded portfolio wealth divided by compounded PEG 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…
all analysis · Full analysis span regression · 6 months rolling