+100.8%
HBAN vs PWR
+1,844.4%
-1,743.6%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.7% | +1.3% | +0.9% |
| 7D | +2.3% | +11.3% | -9.0% | -2.5% |
| 30D | +4.8% | -8.9% | +13.6% | +7.2% |
| 3M | -10.1% | -10.5% | +0.4% | -7.9% |
| 6M | +5.0% | -22.2% | +27.2% | +12.7% |
| YTD | -6.1% | +42.7% | -48.9% | -26.9% |
| 1Y | +4.6% | +41.1% | -36.5% | -18.4% |
| 3Y | +74.9% | +242.7% | -167.8% | -23.2% |
| 5Y | +21.4% | +418.5% | -397.1% | -61.0% |
| All | +100.8% | +1,844.4% | -1,743.6% | -73.8% |
Cumulative growth
Daily Returns
Daily percentage return beside PWR.
Daily Out/Under-Performance
Portfolio return minus PWR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PWR 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 PWR 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