+155.9%
HBAN vs PFG
+999.6%
-843.8%
-95.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PFG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -1.4% | -0.2% | -0.6% |
| 7D | +2.1% | +6.0% | -3.9% | -2.2% |
| 30D | -4.5% | +2.2% | -6.7% | -6.2% |
| 3M | +2.6% | +10.4% | -7.8% | -4.8% |
| 6M | +4.7% | +27.8% | -23.0% | -12.3% |
| YTD | -1.5% | +33.6% | -35.2% | -20.1% |
| 1Y | -1.9% | +49.3% | -51.2% | -26.4% |
| 3Y | +75.2% | +69.7% | +5.5% | +20.7% |
| 5Y | +37.2% | +111.3% | -74.2% | -18.3% |
| 10Y | +156.6% | +240.3% | -83.7% | +8.8% |
| All | +155.9% | +999.6% | -843.8% | -43.6% |
Cumulative growth
Daily Returns
Daily percentage return beside PFG.
Daily Out/Under-Performance
Portfolio return minus PFG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PFG 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 PFG 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