+36.0%
HBAN vs PTC
+0.6%
+35.3%
-44.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.1% | +0.7% | +0.6% |
| 7D | -1.9% | -14.2% | +12.3% | +2.7% |
| 30D | -5.9% | -14.4% | +8.6% | -1.6% |
| 3M | +0.2% | -4.7% | +5.0% | +0.3% |
| 6M | +6.6% | -19.3% | +26.0% | +13.0% |
| YTD | -1.7% | -26.1% | +24.4% | +7.4% |
| 1Y | -1.7% | -37.1% | +35.3% | +14.3% |
| 3Y | +74.9% | -10.4% | +85.3% | +71.5% |
| 5Y | +36.0% | +2.5% | +33.5% | +26.1% |
| All | +36.0% | +0.6% | +35.3% | +26.1% |
Cumulative growth
Daily Returns
Daily percentage return beside PTC.
Daily Out/Under-Performance
Portfolio return minus PTC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PTC 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 5y: compounded portfolio wealth divided by compounded PTC 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…
5y analysis · Full analysis span regression · 6 months rolling