+321.5%
HBAN vs RMD
+35,478.8%
-35,157.4%
-95.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.5% | -0.3% | -0.7% |
| 7D | -1.5% | -4.7% | +3.2% | -0.5% |
| 30D | -5.5% | +0.2% | -5.8% | -5.6% |
| 3M | -0.2% | +12.0% | -12.2% | -2.9% |
| 6M | +5.2% | -12.5% | +17.7% | +7.6% |
| YTD | -2.3% | -7.9% | +5.6% | -1.1% |
| 1Y | -2.2% | -20.4% | +18.2% | +1.9% |
| 3Y | +73.8% | +53.1% | +20.7% | +55.4% |
| 5Y | +35.2% | -22.1% | +57.4% | +37.1% |
| 10Y | +155.4% | +275.4% | -120.0% | +83.3% |
| All | +321.5% | +35,478.8% | -35,157.4% | +106.0% |
Cumulative growth
Daily Returns
Daily percentage return beside RMD.
Daily Out/Under-Performance
Portfolio return minus RMD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RMD 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 all: compounded portfolio wealth divided by compounded RMD 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…
all analysis · Full analysis span regression · 6 months rolling