+74.9%
HBAN vs TPR
+403.8%
-328.8%
-30.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TPR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.2% | +0.7% | +0.6% |
| 7D | +2.3% | -0.3% | +2.6% | +2.4% |
| 30D | +4.8% | +15.1% | -10.3% | +0.1% |
| 3M | -10.1% | +3.5% | -13.6% | -11.4% |
| 6M | +5.0% | +0.4% | +4.6% | +3.1% |
| YTD | -6.1% | +4.6% | -10.7% | -9.5% |
| 1Y | +4.6% | +33.1% | -28.5% | -7.0% |
| 3Y | +74.9% | +396.0% | -321.1% | -22.0% |
| All | +74.9% | +403.8% | -328.8% | -22.0% |
Cumulative growth
Daily Returns
Daily percentage return beside TPR.
Daily Out/Under-Performance
Portfolio return minus TPR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TPR 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 TPR 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