+789.5%
HBAN vs PTC
+6,346.6%
-5,557.1%
-95.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -6.0% | +5.9% | +1.0% |
| 7D | +0.7% | -10.3% | +10.9% | +2.7% |
| 30D | -3.2% | +1.1% | -4.4% | -3.7% |
| 3M | +4.0% | +1.6% | +2.3% | +2.8% |
| 6M | +3.1% | -13.5% | +16.6% | +4.9% |
| YTD | 0.0% | -19.1% | +19.1% | +2.9% |
| 1Y | -1.2% | -33.9% | +32.7% | +5.6% |
| 3Y | +72.5% | -3.9% | +76.4% | +70.8% |
| 5Y | +39.3% | +6.0% | +33.3% | +34.2% |
| 10Y | +157.3% | +223.7% | -66.4% | +96.5% |
| All | +789.5% | +6,346.6% | -5,557.1% | +305.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling