+36.0%
HBAN vs SE
-67.4%
+103.4%
-44.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.9% | +1.5% | +0.7% |
| 7D | -1.9% | -4.8% | +2.8% | -1.4% |
| 30D | -5.9% | -18.1% | +12.3% | -3.7% |
| 3M | +0.2% | +30.6% | -30.4% | -3.3% |
| 6M | +6.6% | +20.8% | -14.1% | +3.5% |
| YTD | -1.7% | -15.6% | +13.9% | -0.8% |
| 1Y | -1.7% | -44.2% | +42.5% | +4.1% |
| 3Y | +74.9% | +181.5% | -106.7% | +49.9% |
| 5Y | +36.0% | -66.9% | +102.9% | +33.1% |
| All | +36.0% | -67.4% | +103.4% | +33.1% |
Cumulative growth
Daily Returns
Daily percentage return beside SE.
Daily Out/Under-Performance
Portfolio return minus SE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SE 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 SE 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