+36.3%
HBAN vs TAP
-0.1%
+36.4%
-44.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TAP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.3% | -0.5% | +0.4% |
| 7D | -1.0% | -3.9% | +2.9% | +0.3% |
| 30D | -5.6% | -5.3% | -0.3% | -4.0% |
| 3M | -1.1% | -3.8% | +2.6% | -0.3% |
| 6M | +9.9% | -11.4% | +21.3% | +13.7% |
| YTD | -0.9% | -13.7% | +12.8% | +2.8% |
| 1Y | -1.4% | -17.2% | +15.8% | +3.6% |
| 3Y | +78.2% | -33.1% | +111.3% | +99.8% |
| All | +36.3% | -0.1% | +36.4% | +17.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling