+75.2%
HBAN vs ROIV
+253.6%
-178.4%
-30.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +18.8% | -20.3% | -4.5% |
| 7D | +2.1% | +20.2% | -18.1% | -1.1% |
| 30D | -4.5% | +14.1% | -18.6% | -6.8% |
| 3M | +2.6% | +45.6% | -43.0% | -4.3% |
| 6M | +4.7% | +44.1% | -39.4% | -2.4% |
| YTD | -1.5% | +91.2% | -92.7% | -13.3% |
| 1Y | -1.9% | +221.3% | -223.2% | -23.0% |
| 3Y | +75.2% | +229.2% | -154.0% | +28.9% |
| All | +75.2% | +253.6% | -178.4% | +28.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling