+9.3%
HBAN vs Q
+78.4%
-69.1%
-21.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | Q | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +1.8% | -2.6% | -1.0% |
| 7D | -1.5% | +6.6% | -8.1% | -2.2% |
| 30D | -5.5% | -6.6% | +1.0% | -4.9% |
| 3M | -0.2% | -13.2% | +13.0% | +0.3% |
| 6M | +5.2% | +9.9% | -4.8% | +1.4% |
| YTD | -2.3% | +53.9% | -56.2% | -9.4% |
| All | +9.3% | +78.4% | -69.1% | +2.4% |
Cumulative growth
Daily Returns
Daily percentage return beside Q.
Daily Out/Under-Performance
Portfolio return minus Q return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × Q 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 3y: compounded portfolio wealth divided by compounded Q 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…
3y analysis · Full analysis span regression · 6 months rolling