+155.3%
HBAN vs TRU
+147.2%
+8.1%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.0% | -0.2% | +0.4% |
| 7D | -1.0% | -2.7% | +1.7% | +0.1% |
| 30D | -5.6% | -2.0% | -3.6% | -5.1% |
| 3M | -1.1% | +18.4% | -19.6% | -9.0% |
| 6M | +9.9% | +8.9% | +1.0% | +4.0% |
| YTD | -0.9% | -8.9% | +8.0% | 0.0% |
| 1Y | -1.4% | -15.9% | +14.5% | +2.5% |
| 3Y | +78.2% | -1.1% | +79.3% | +63.4% |
| 5Y | +37.0% | -35.2% | +72.2% | +51.3% |
| All | +155.3% | +147.2% | +8.1% | +94.7% |
Cumulative growth
Daily Returns
Daily percentage return beside TRU.
Daily Out/Under-Performance
Portfolio return minus TRU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRU 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 10y: compounded portfolio wealth divided by compounded TRU 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…
10y analysis · Full analysis span regression · 6 months rolling