+555.3%
HBAN vs SPXU
-100.0%
+655.2%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +1.4% | -2.2% | -0.2% |
| 7D | -1.5% | +1.3% | -2.7% | -0.9% |
| 30D | -5.5% | +5.1% | -10.6% | -3.4% |
| 3M | -0.2% | -9.1% | +8.9% | -3.5% |
| 6M | +5.2% | -29.6% | +34.7% | -7.6% |
| YTD | -2.3% | -27.7% | +25.4% | -12.7% |
| 1Y | -2.2% | -37.0% | +34.8% | -16.9% |
| 3Y | +73.8% | -80.2% | +154.0% | +2.7% |
| 5Y | +35.2% | -86.0% | +121.2% | -16.8% |
| 10Y | +155.4% | -99.5% | +254.9% | -47.1% |
| All | +555.3% | -100.0% | +655.2% | -70.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling