+41.2%
HBAN vs PL
+84.9%
-43.7%
-44.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -1.3% | +1.1% | 0.0% |
| 7D | +0.7% | -9.3% | +10.0% | +1.7% |
| 30D | -3.2% | -18.9% | +15.7% | -1.1% |
| 3M | +4.0% | -58.4% | +62.3% | +13.2% |
| 6M | +3.1% | -30.3% | +33.4% | +3.9% |
| YTD | 0.0% | -8.1% | +8.2% | -3.5% |
| 1Y | -1.2% | +180.5% | -181.7% | -19.9% |
| 3Y | +72.5% | +444.1% | -371.7% | +16.1% |
| 5Y | +39.3% | +83.0% | -43.7% | -2.3% |
| All | +41.2% | +84.9% | -43.7% | -0.9% |
Cumulative growth
Daily Returns
Daily percentage return beside PL.
Daily Out/Under-Performance
Portfolio return minus PL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PL 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 PL 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