+47.9%
HBAN vs TEM
+46.9%
+1.1%
-30.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TEM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -4.1% | +4.7% | +1.0% |
| 7D | -1.9% | -9.2% | +7.2% | -1.1% |
| 30D | -5.9% | +5.5% | -11.3% | -6.8% |
| 3M | +0.2% | +18.7% | -18.5% | -2.4% |
| 6M | +6.6% | +15.4% | -8.8% | +3.5% |
| YTD | -1.7% | -0.5% | -1.2% | -3.5% |
| 1Y | -1.7% | -24.8% | +23.1% | -1.5% |
| All | +47.9% | +46.9% | +1.1% | +28.6% |
Cumulative growth
Daily Returns
Daily percentage return beside TEM.
Daily Out/Under-Performance
Portfolio return minus TEM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TEM 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 TEM 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