+78.2%
HBAN vs TE
-26.8%
+105.0%
-30.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| 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% | +1.8% |
| 6M | +9.9% | -43.4% | +53.2% | +11.0% |
| YTD | -0.9% | -31.0% | +30.0% | -2.6% |
| 1Y | -1.4% | +145.2% | -146.6% | -16.5% |
| 3Y | +78.2% | -24.1% | +102.3% | +63.9% |
| All | +78.2% | -26.8% | +105.0% | +63.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling