+153.3%
HBAN vs RACE
+832.2%
-678.9%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +1.6% | -1.0% | 0.0% |
| 7D | -1.9% | -2.2% | +0.3% | -1.1% |
| 30D | -5.9% | -0.4% | -5.5% | -5.8% |
| 3M | +0.2% | +17.9% | -17.7% | -6.1% |
| 6M | +6.6% | +19.3% | -12.6% | -1.0% |
| YTD | -1.7% | +11.9% | -13.6% | -7.2% |
| 1Y | -1.7% | -12.7% | +11.0% | +1.2% |
| 3Y | +74.9% | +41.1% | +33.8% | +41.7% |
| 5Y | +36.0% | +94.1% | -58.1% | -6.5% |
| All | +153.3% | +832.2% | -678.9% | +4.4% |
Cumulative growth
Daily Returns
Daily percentage return beside RACE.
Daily Out/Under-Performance
Portfolio return minus RACE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RACE 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 RACE 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