+36.3%
HBAN vs TE
-48.1%
+84.4%
-44.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| 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% | +2.4% |
| 6M | +9.9% | -43.4% | +53.2% | +11.2% |
| YTD | -0.9% | -31.0% | +30.0% | -2.9% |
| 1Y | -1.4% | +145.2% | -146.6% | -18.2% |
| 3Y | +78.2% | -24.1% | +102.3% | +51.2% |
| All | +36.3% | -48.1% | +84.4% | +14.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling