+106.1%
HBAN vs SW
+182.3%
-76.2%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.7% | +1.0% | +0.4% |
| 7D | -1.1% | -2.6% | +1.4% | -0.7% |
| 30D | +3.1% | +7.2% | -4.1% | +2.0% |
| 3M | -9.8% | -10.5% | +0.7% | -8.4% |
| 6M | +1.4% | +9.9% | -8.5% | -0.5% |
| YTD | -5.8% | +17.2% | -23.0% | -8.9% |
| 1Y | +4.2% | +26.5% | -22.3% | -0.3% |
| 3Y | +74.9% | +47.7% | +27.2% | +64.3% |
| 5Y | +21.7% | +0.2% | +21.5% | +15.5% |
| 10Y | +106.1% | +182.3% | -76.2% | +64.7% |
| All | +106.1% | +182.3% | -76.2% | +64.7% |
Cumulative growth
Daily Returns
Daily percentage return beside SW.
Daily Out/Under-Performance
Portfolio return minus SW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SW 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 10y: compounded portfolio wealth divided by compounded SW 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…
10y analysis · Full analysis span regression · 6 months rolling