+78.2%
HBAN vs TRI
-18.9%
+97.1%
-30.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.7% | -0.9% | +0.7% |
| 7D | -1.0% | -7.9% | +6.9% | -0.4% |
| 30D | -5.6% | -4.5% | -1.1% | -5.3% |
| 3M | -1.1% | +22.1% | -23.3% | -3.2% |
| 6M | +9.9% | -2.8% | +12.7% | +9.8% |
| YTD | -0.9% | -23.4% | +22.5% | +2.8% |
| 1Y | -1.4% | -41.5% | +40.1% | +7.9% |
| 3Y | +78.2% | -19.2% | +97.4% | +66.0% |
| All | +78.2% | -18.9% | +97.1% | +66.0% |
Cumulative growth
Daily Returns
Daily percentage return beside TRI.
Daily Out/Under-Performance
Portfolio return minus TRI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRI 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 TRI 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