+155.3%
HBAN vs SNY
+64.5%
+90.8%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SNY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.1% | +0.7% | +0.7% |
| 7D | -1.0% | -3.3% | +2.3% | 0.0% |
| 30D | -5.6% | -2.2% | -3.4% | -5.0% |
| 3M | -1.1% | -3.0% | +1.9% | -0.4% |
| 6M | +9.9% | +2.7% | +7.1% | +8.7% |
| YTD | -0.9% | -6.8% | +5.9% | +0.8% |
| 1Y | -1.4% | -5.3% | +3.9% | -0.4% |
| 3Y | +78.2% | -9.8% | +88.0% | +78.4% |
| 5Y | +37.0% | +9.7% | +27.3% | +25.0% |
| All | +155.3% | +64.5% | +90.8% | +114.0% |
Cumulative growth
Daily Returns
Daily percentage return beside SNY.
Daily Out/Under-Performance
Portfolio return minus SNY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SNY 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 SNY 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