+76.8%
HBAN vs QS
-26.0%
+102.8%
-30.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | QS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.8% | +1.4% | +0.7% |
| 7D | -1.9% | -5.0% | +3.0% | -1.5% |
| 30D | -5.9% | -18.3% | +12.4% | -4.2% |
| 3M | +0.2% | -26.0% | +26.2% | +2.5% |
| 6M | +6.6% | -24.0% | +30.7% | +8.1% |
| YTD | -1.7% | -50.3% | +48.6% | +3.3% |
| 1Y | -1.7% | -38.0% | +36.3% | -0.3% |
| All | +76.8% | -26.0% | +102.8% | +57.5% |
Cumulative growth
Daily Returns
Daily percentage return beside QS.
Daily Out/Under-Performance
Portfolio return minus QS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × QS 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 QS 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