+36.3%
HBAN vs RIG
+59.7%
-23.4%
-44.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -1.7% | +2.5% | +1.0% |
| 7D | -1.0% | -3.1% | +2.1% | -0.5% |
| 30D | -5.6% | -0.5% | -5.1% | -5.6% |
| 3M | -1.1% | -6.0% | +4.8% | -0.6% |
| 6M | +9.9% | -10.1% | +20.0% | +10.5% |
| YTD | -0.9% | +37.3% | -38.2% | -8.1% |
| 1Y | -1.4% | +73.9% | -75.3% | -12.9% |
| 3Y | +78.2% | -30.2% | +108.4% | +75.7% |
| All | +36.3% | +59.7% | -23.4% | +9.4% |
Cumulative growth
Daily Returns
Daily percentage return beside RIG.
Daily Out/Under-Performance
Portfolio return minus RIG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RIG 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 RIG 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