+155.3%
HBAN vs SPG
+64.5%
+90.8%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.1% | +0.7% | +0.7% |
| 7D | -1.0% | -1.2% | +0.2% | -0.4% |
| 30D | -5.6% | -6.1% | +0.5% | -2.6% |
| 3M | -1.1% | -3.6% | +2.5% | +0.5% |
| 6M | +9.9% | +10.4% | -0.5% | +4.3% |
| YTD | -0.9% | +14.4% | -15.3% | -7.6% |
| 1Y | -1.4% | +16.5% | -17.9% | -9.0% |
| 3Y | +78.2% | +106.8% | -28.6% | +24.0% |
| 5Y | +37.0% | +108.9% | -71.9% | -6.3% |
| All | +155.3% | +64.5% | +90.8% | +50.2% |
Cumulative growth
Daily Returns
Daily percentage return beside SPG.
Daily Out/Under-Performance
Portfolio return minus SPG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPG 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 SPG 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