+37.2%
HBAN vs RACE
+92.4%
-55.3%
-44.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -1.0% | -0.6% | -1.3% |
| 7D | +2.1% | -1.0% | +3.1% | +2.4% |
| 30D | -4.5% | -1.5% | -3.0% | -4.2% |
| 3M | +2.6% | +15.5% | -12.9% | -2.2% |
| 6M | +4.7% | +17.3% | -12.6% | -1.0% |
| YTD | -1.5% | +11.1% | -12.6% | -5.8% |
| 1Y | -1.9% | -14.3% | +12.3% | +1.7% |
| 3Y | +75.2% | +40.2% | +35.0% | +41.9% |
| 5Y | +37.2% | +92.6% | -55.4% | -5.0% |
| All | +37.2% | +92.4% | -55.3% | -5.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling