+155.3%
HBAN vs SPMO
+517.6%
-362.3%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPMO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.5% | +0.2% | +0.4% |
| 7D | -1.0% | -0.9% | -0.1% | -0.4% |
| 30D | -5.6% | -1.9% | -3.7% | -4.4% |
| 3M | -1.1% | -1.4% | +0.2% | -1.8% |
| 6M | +9.9% | +25.5% | -15.6% | -10.2% |
| YTD | -0.9% | +24.8% | -25.8% | -18.8% |
| 1Y | -1.4% | +24.5% | -25.9% | -19.3% |
| 3Y | +78.2% | +157.1% | -78.9% | -18.3% |
| 5Y | +37.0% | +149.5% | -112.5% | -35.5% |
| All | +155.3% | +517.6% | -362.3% | -32.3% |
Cumulative growth
Daily Returns
Daily percentage return beside SPMO.
Daily Out/Under-Performance
Portfolio return minus SPMO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPMO 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 SPMO 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