+155.3%
HBAN vs URA
+346.2%
-190.9%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -3.3% | +4.0% | +1.7% |
| 7D | -1.0% | -5.5% | +4.5% | +0.4% |
| 30D | -5.6% | -3.7% | -1.9% | -5.0% |
| 3M | -1.1% | -2.9% | +1.8% | -1.2% |
| 6M | +9.9% | -15.2% | +25.1% | +13.0% |
| YTD | -0.9% | +1.9% | -2.8% | -4.6% |
| 1Y | -1.4% | +6.9% | -8.3% | -7.9% |
| 3Y | +78.2% | +99.6% | -21.4% | +29.7% |
| 5Y | +37.0% | +101.2% | -64.1% | -6.2% |
| All | +155.3% | +346.2% | -190.9% | +14.5% |
Cumulative growth
Daily Returns
Daily percentage return beside URA.
Daily Out/Under-Performance
Portfolio return minus URA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × URA 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 URA 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