+78.2%
HBAN vs SU
+120.0%
-41.7%
-30.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.1% | +0.9% | +0.8% |
| 7D | -1.0% | +2.2% | -3.2% | -1.5% |
| 30D | -5.6% | +8.4% | -14.0% | -7.4% |
| 3M | -1.1% | +12.1% | -13.2% | -4.0% |
| 6M | +9.9% | +19.7% | -9.8% | +3.3% |
| YTD | -0.9% | +58.4% | -59.4% | -15.9% |
| 1Y | -1.4% | +67.2% | -68.6% | -18.0% |
| 3Y | +78.2% | +125.0% | -46.8% | +32.0% |
| All | +78.2% | +120.0% | -41.7% | +32.0% |
Cumulative growth
Daily Returns
Daily percentage return beside SU.
Daily Out/Under-Performance
Portfolio return minus SU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SU 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 SU 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