+773.9%
HBAN vs TROW
+14,151.0%
-13,377.1%
-95.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TROW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.2% | +0.8% | +0.7% |
| 7D | -1.9% | -3.0% | +1.1% | -0.3% |
| 30D | -5.9% | -5.5% | -0.4% | -3.1% |
| 3M | +0.2% | +2.3% | -2.0% | -1.5% |
| 6M | +6.6% | +23.9% | -17.3% | -5.4% |
| YTD | -1.7% | +7.9% | -9.6% | -6.5% |
| 1Y | -1.7% | +6.1% | -7.8% | -5.8% |
| 3Y | +74.9% | +13.8% | +61.1% | +61.5% |
| 5Y | +36.0% | -38.2% | +74.2% | +66.6% |
| 10Y | +156.9% | +131.3% | +25.7% | +59.7% |
| All | +773.9% | +14,151.0% | -13,377.1% | +162.3% |
Cumulative growth
Daily Returns
Daily percentage return beside TROW.
Daily Out/Under-Performance
Portfolio return minus TROW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TROW 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 all: compounded portfolio wealth divided by compounded TROW 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…
all analysis · Full analysis span regression · 6 months rolling