+333.0%
HBAN vs PSX
+1,167.1%
-834.1%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PSX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +0.6% | -1.4% | -1.1% |
| 7D | -1.5% | +1.8% | -3.3% | -2.4% |
| 30D | -5.5% | +21.6% | -27.2% | -14.3% |
| 3M | -0.2% | +46.5% | -46.7% | -17.9% |
| 6M | +5.2% | +62.0% | -56.9% | -18.9% |
| YTD | -2.3% | +106.3% | -108.6% | -33.6% |
| 1Y | -2.2% | +103.0% | -105.2% | -33.4% |
| 3Y | +73.8% | +135.5% | -61.7% | +6.8% |
| 5Y | +35.2% | +368.5% | -333.3% | -44.8% |
| 10Y | +155.4% | +386.6% | -231.2% | -3.8% |
| All | +333.0% | +1,167.1% | -834.1% | +26.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling