+155.3%
HBAN vs RGEN
+415.7%
-260.4%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RGEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.3% | +0.5% | +0.7% |
| 7D | -1.0% | -1.4% | +0.4% | -0.8% |
| 30D | -5.6% | -0.3% | -5.3% | -5.7% |
| 3M | -1.1% | +23.9% | -25.0% | -4.7% |
| 6M | +9.9% | +38.5% | -28.7% | +3.7% |
| YTD | -0.9% | +0.8% | -1.8% | -2.0% |
| 1Y | -1.4% | +38.2% | -39.6% | -7.4% |
| 3Y | +78.2% | +1.3% | +76.9% | +70.4% |
| 5Y | +37.0% | -44.0% | +81.0% | +35.3% |
| All | +155.3% | +415.7% | -260.4% | +66.2% |
Cumulative growth
Daily Returns
Daily percentage return beside RGEN.
Daily Out/Under-Performance
Portfolio return minus RGEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RGEN 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 RGEN 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