+36.3%
HBAN vs RVMD
+576.1%
-539.8%
-44.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RVMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.2% | +0.6% | +0.8% |
| 7D | -1.0% | -3.0% | +2.0% | -0.7% |
| 30D | -5.6% | -0.7% | -4.9% | -5.6% |
| 3M | -1.1% | +36.5% | -37.7% | -4.6% |
| 6M | +9.9% | +104.6% | -94.7% | +0.2% |
| YTD | -0.9% | +155.8% | -156.8% | -13.0% |
| 1Y | -1.4% | +340.7% | -342.1% | -19.6% |
| 3Y | +78.2% | +519.9% | -441.7% | +35.4% |
| All | +36.3% | +576.1% | -539.8% | -2.8% |
Cumulative growth
Daily Returns
Daily percentage return beside RVMD.
Daily Out/Under-Performance
Portfolio return minus RVMD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RVMD 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 RVMD 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