+400.0%
HBAN vs SPG
+5,319.3%
-4,919.3%
-95.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SPG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +1.2% | -2.8% | -2.3% |
| 7D | +2.1% | 0.0% | +2.1% | +2.0% |
| 30D | -4.5% | -4.9% | +0.4% | -1.5% |
| 3M | +2.6% | +3.3% | -0.8% | +0.2% |
| 6M | +4.7% | +11.2% | -6.5% | -2.4% |
| YTD | -1.5% | +17.1% | -18.6% | -11.3% |
| 1Y | -1.9% | +21.6% | -23.5% | -13.9% |
| 3Y | +75.2% | +111.9% | -36.7% | +7.1% |
| 5Y | +37.2% | +106.9% | -69.7% | -16.9% |
| 10Y | +156.6% | +62.2% | +94.4% | +48.7% |
| All | +400.0% | +5,319.3% | -4,919.3% | -36.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling