+78.2%
HBAN vs SPXU
-79.9%
+158.2%
-30.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -2.4% | +3.2% | -0.1% |
| 7D | -1.0% | +2.5% | -3.5% | -0.1% |
| 30D | -5.6% | +4.2% | -9.8% | -4.1% |
| 3M | -1.1% | -9.3% | +8.1% | -4.0% |
| 6M | +9.9% | -30.7% | +40.6% | -2.4% |
| YTD | -0.9% | -28.1% | +27.2% | -10.4% |
| 1Y | -1.4% | -35.2% | +33.8% | -13.7% |
| 3Y | +78.2% | -79.9% | +158.2% | +8.2% |
| All | +78.2% | -79.9% | +158.2% | +8.2% |
Cumulative growth
Daily Returns
Daily percentage return beside SPXU.
Daily Out/Under-Performance
Portfolio return minus SPXU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPXU 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 3y: compounded portfolio wealth divided by compounded SPXU 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…
3y analysis · Full analysis span regression · 6 months rolling