-2.2%
HBAN vs TAP
-18.5%
+16.4%
-21.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TAP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.1% | +0.7% | +0.6% |
| 7D | -1.9% | -5.3% | +3.3% | -1.1% |
| 30D | -5.9% | -7.4% | +1.5% | -4.8% |
| 3M | +0.2% | -4.9% | +5.2% | +0.8% |
| 6M | +6.6% | -14.2% | +20.9% | +8.5% |
| YTD | -1.7% | -14.8% | +13.1% | -1.1% |
| All | -2.2% | -18.5% | +16.4% | -1.4% |
Cumulative growth
Daily Returns
Daily percentage return beside TAP.
Daily Out/Under-Performance
Portfolio return minus TAP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TAP 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 1y: compounded portfolio wealth divided by compounded TAP 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…
1y analysis · Full analysis span regression · 6 months rolling