+36.0%
HBAN vs PWR
+440.5%
-404.5%
-44.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -1.3% | +1.9% | +1.0% |
| 7D | -1.9% | -0.2% | -1.7% | -1.9% |
| 30D | -5.9% | -7.7% | +1.9% | -3.9% |
| 3M | +0.2% | -4.9% | +5.2% | +0.6% |
| 6M | +6.6% | +9.7% | -3.1% | +1.5% |
| YTD | -1.7% | +46.7% | -48.4% | -15.3% |
| 1Y | -1.7% | +58.7% | -60.4% | -18.2% |
| 3Y | +74.9% | +200.7% | -125.8% | +9.1% |
| 5Y | +36.0% | +438.6% | -402.6% | -32.8% |
| All | +36.0% | +440.5% | -404.5% | -32.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling