+58.4%
HBAN vs TE
-52.9%
+111.3%
-52.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.7% | +0.1% | +0.7% |
| 7D | -1.0% | +0.2% | -1.2% | -1.1% |
| 30D | -5.6% | -5.9% | +0.3% | -5.4% |
| 3M | -1.1% | -45.6% | +44.4% | +2.3% |
| 6M | +9.9% | -43.4% | +53.2% | +11.2% |
| YTD | -0.9% | -31.0% | +30.0% | -2.8% |
| 1Y | -1.4% | +145.2% | -146.6% | -17.6% |
| 3Y | +78.2% | -24.1% | +102.3% | +50.8% |
| 5Y | +37.0% | -48.1% | +85.2% | +16.6% |
| All | +58.4% | -52.9% | +111.3% | +19.5% |
Cumulative growth
Daily Returns
Daily percentage return beside TE.
Daily Out/Under-Performance
Portfolio return minus TE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TE 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 TE 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