+67.0%
HBAN vs ROIV
+289.9%
-222.9%
-44.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -2.1% | +2.7% | +0.8% |
| 7D | -1.9% | +19.0% | -20.9% | -3.4% |
| 30D | -5.9% | +16.1% | -22.0% | -7.1% |
| 3M | +0.2% | +44.1% | -43.9% | -2.9% |
| 6M | +6.6% | +37.8% | -31.2% | +3.5% |
| YTD | -1.7% | +88.7% | -90.4% | -7.2% |
| 1Y | -1.7% | +197.3% | -199.0% | -10.6% |
| 3Y | +74.9% | +224.9% | -150.0% | +56.1% |
| 5Y | +36.0% | +311.0% | -275.1% | +11.2% |
| All | +67.0% | +289.9% | -222.9% | +35.2% |
Cumulative growth
Daily Returns
Daily percentage return beside ROIV.
Daily Out/Under-Performance
Portfolio return minus ROIV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ROIV 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 ROIV 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