+74.9%
HBAN vs SAN
+247.1%
-172.2%
-30.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SAN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.7% | -0.1% | +0.3% |
| 7D | +2.3% | +4.0% | -1.7% | +0.8% |
| 30D | +4.8% | -7.8% | +12.6% | +7.6% |
| 3M | -10.1% | -16.4% | +6.3% | -4.4% |
| 6M | +5.0% | +3.5% | +1.5% | +3.1% |
| YTD | -6.1% | +6.7% | -12.8% | -9.7% |
| 1Y | +4.6% | +14.5% | -9.9% | -2.1% |
| 3Y | +74.9% | +243.5% | -168.6% | +5.4% |
| All | +74.9% | +247.1% | -172.2% | +5.4% |
Cumulative growth
Daily Returns
Daily percentage return beside SAN.
Daily Out/Under-Performance
Portfolio return minus SAN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SAN 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 SAN 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