+155.3%
HBAN vs RUN
+42.2%
+113.1%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.8% | +1.6% | +0.9% |
| 7D | -1.0% | -3.7% | +2.7% | -0.6% |
| 30D | -5.6% | -13.0% | +7.4% | -4.2% |
| 3M | -1.1% | -31.8% | +30.6% | +2.6% |
| 6M | +9.9% | -32.2% | +42.1% | +13.4% |
| YTD | -0.9% | -53.5% | +52.5% | +5.2% |
| 1Y | -1.4% | -46.5% | +45.1% | +2.2% |
| 3Y | +78.2% | -37.6% | +115.8% | +56.7% |
| 5Y | +37.0% | -80.9% | +117.9% | +31.8% |
| All | +155.3% | +42.2% | +113.1% | +59.9% |
Cumulative growth
Daily Returns
Daily percentage return beside RUN.
Daily Out/Under-Performance
Portfolio return minus RUN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RUN 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 RUN 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