+36.0%
HBAN vs TECH
-42.4%
+78.3%
-44.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.2% | +0.8% | +0.7% |
| 7D | -1.9% | -0.5% | -1.4% | -1.8% |
| 30D | -5.9% | 0.0% | -5.9% | -5.9% |
| 3M | +0.2% | +37.4% | -37.2% | -8.7% |
| 6M | +6.6% | +36.9% | -30.2% | -4.2% |
| YTD | -1.7% | +23.1% | -24.8% | -8.9% |
| 1Y | -1.7% | +42.2% | -44.0% | -13.5% |
| 3Y | +74.9% | +1.9% | +72.9% | +63.8% |
| 5Y | +36.0% | -42.9% | +78.9% | +35.2% |
| All | +36.0% | -42.4% | +78.3% | +35.2% |
Cumulative growth
Daily Returns
Daily percentage return beside TECH.
Daily Out/Under-Performance
Portfolio return minus TECH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TECH 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 TECH 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