+155.3%
HBAN vs PSX
+386.4%
-231.2%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PSX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.4% | +0.4% | +0.6% |
| 7D | -1.0% | +1.7% | -2.7% | -1.9% |
| 30D | -5.6% | +15.6% | -21.2% | -12.7% |
| 3M | -1.1% | +46.5% | -47.6% | -19.9% |
| 6M | +9.9% | +55.0% | -45.1% | -14.9% |
| YTD | -0.9% | +105.3% | -106.2% | -34.8% |
| 1Y | -1.4% | +101.6% | -103.0% | -34.9% |
| 3Y | +78.2% | +134.1% | -55.9% | +4.6% |
| 5Y | +37.0% | +368.7% | -331.7% | -50.2% |
| All | +155.3% | +386.4% | -231.2% | -24.1% |
Cumulative growth
Daily Returns
Daily percentage return beside PSX.
Daily Out/Under-Performance
Portfolio return minus PSX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PSX 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 PSX 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