+35.2%
HBAN vs THC
+258.2%
-223.0%
-44.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | THC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +3.9% | -4.6% | -1.4% |
| 7D | -1.5% | +4.1% | -5.6% | -2.1% |
| 30D | -5.5% | +3.5% | -9.0% | -6.1% |
| 3M | -0.2% | +61.7% | -62.0% | -8.5% |
| 6M | +5.2% | +11.8% | -6.7% | +2.5% |
| YTD | -2.3% | +35.4% | -37.7% | -8.4% |
| 1Y | -2.2% | +37.0% | -39.2% | -8.9% |
| 3Y | +73.8% | +260.1% | -186.2% | +29.6% |
| 5Y | +35.2% | +262.6% | -227.4% | +1.1% |
| All | +35.2% | +258.2% | -223.0% | +1.1% |
Cumulative growth
Daily Returns
Daily percentage return beside THC.
Daily Out/Under-Performance
Portfolio return minus THC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × THC 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 THC 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