+78.0%
HBAN vs PWR
+8,583.6%
-8,505.5%
-95.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.7% | -0.9% | -0.4% |
| 7D | +0.7% | +3.6% | -3.0% | -0.3% |
| 30D | -3.2% | -8.6% | +5.3% | -1.0% |
| 3M | +4.0% | -13.2% | +17.1% | +6.8% |
| 6M | +3.1% | +9.9% | -6.8% | -1.1% |
| YTD | 0.0% | +48.0% | -48.0% | -11.9% |
| 1Y | -1.2% | +66.2% | -67.4% | -16.1% |
| 3Y | +72.5% | +195.1% | -122.6% | +22.3% |
| 5Y | +39.3% | +442.6% | -403.3% | -17.1% |
| 10Y | +157.3% | +2,334.2% | -2,176.9% | +5.6% |
| All | +78.0% | +8,583.6% | -8,505.5% | -44.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling