+36.0%
HBAN vs STT
+153.4%
-117.4%
-44.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | STT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.3% | +0.9% | +0.8% |
| 7D | -1.9% | -1.4% | -0.6% | -1.0% |
| 30D | -5.9% | +2.2% | -8.0% | -7.3% |
| 3M | +0.2% | +18.8% | -18.6% | -11.7% |
| 6M | +6.6% | +57.9% | -51.3% | -23.8% |
| YTD | -1.7% | +51.0% | -52.7% | -27.9% |
| 1Y | -1.7% | +77.1% | -78.9% | -36.0% |
| 3Y | +74.9% | +199.8% | -124.9% | -21.5% |
| 5Y | +36.0% | +156.0% | -120.0% | -35.4% |
| All | +36.0% | +153.4% | -117.4% | -35.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling