+729.8%
HBAN vs PTC
+8,871.4%
-8,141.7%
-95.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +0.1% | -1.0% | -1.0% |
| 7D | +0.8% | +0.8% | -0.1% | +0.6% |
| 30D | +3.2% | +1.2% | +2.0% | +3.0% |
| 3M | -11.1% | +32.6% | -43.7% | -16.8% |
| 6M | +1.2% | +36.1% | -34.9% | -6.5% |
| YTD | -6.7% | +12.7% | -19.3% | -10.9% |
| 1Y | +2.4% | +10.2% | -7.7% | -1.8% |
| 3Y | +73.3% | +29.4% | +43.8% | +60.2% |
| 5Y | +20.7% | +61.1% | -40.3% | +6.3% |
| 10Y | +104.1% | +317.1% | -213.0% | +46.8% |
| All | +729.8% | +8,871.4% | -8,141.7% | +251.1% |
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 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