+73.9%
HBAN vs URA
+37.6%
+36.3%
-30.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -3.8% | +2.9% | -0.4% |
| 7D | +0.8% | +4.5% | -3.7% | +0.1% |
| 30D | +3.2% | -13.4% | +16.6% | +5.2% |
| 3M | -11.1% | -28.4% | +17.4% | -7.1% |
| 6M | +1.2% | -40.5% | +41.7% | +8.3% |
| YTD | -6.7% | -24.3% | +17.6% | -4.7% |
| 1Y | +2.4% | -28.8% | +31.2% | +5.4% |
| All | +73.9% | +37.6% | +36.3% | +51.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling