+73.9%
HBAN vs STT
+183.0%
-109.1%
-30.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | STT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.3% | -0.7% | -0.7% |
| 7D | +0.8% | +5.1% | -4.4% | -3.0% |
| 30D | +3.2% | -0.2% | +3.4% | +3.2% |
| 3M | -11.1% | -8.1% | -2.9% | -5.3% |
| 6M | +1.2% | +16.6% | -15.4% | -11.4% |
| YTD | -6.7% | +37.8% | -44.5% | -29.5% |
| 1Y | +2.4% | +46.8% | -44.4% | -26.9% |
| All | +73.9% | +183.0% | -109.1% | -31.2% |
Cumulative growth
Daily Returns
Daily percentage return beside STT.
Daily Out/Under-Performance
Portfolio return minus STT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × STT 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 STT 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