+78.2%
HBAN vs RVTY
+17.0%
+61.2%
-30.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RVTY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +2.8% | -2.0% | -0.1% |
| 7D | -1.0% | -4.5% | +3.5% | +0.5% |
| 30D | -5.6% | +5.5% | -11.1% | -7.4% |
| 3M | -1.1% | +22.5% | -23.7% | -8.1% |
| 6M | +9.9% | +38.9% | -29.0% | -2.8% |
| YTD | -0.9% | +28.7% | -29.7% | -10.6% |
| 1Y | -1.4% | +45.5% | -46.9% | -15.2% |
| 3Y | +78.2% | +16.4% | +61.8% | +59.5% |
| All | +78.2% | +17.0% | +61.2% | +59.5% |
Cumulative growth
Daily Returns
Daily percentage return beside RVTY.
Daily Out/Under-Performance
Portfolio return minus RVTY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RVTY 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 RVTY 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