+75.8%
HBAN vs USAR
+67.7%
+8.0%
-30.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | USAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -3.4% | +2.6% | -0.7% |
| 7D | -1.5% | -4.4% | +2.9% | -1.4% |
| 30D | -5.5% | -10.4% | +4.9% | -5.4% |
| 3M | -0.2% | -18.4% | +18.1% | -0.1% |
| 6M | +5.2% | -8.8% | +14.0% | +4.9% |
| YTD | -2.3% | +43.4% | -45.7% | -3.3% |
| 1Y | -2.2% | +21.0% | -23.2% | -2.7% |
| All | +75.8% | +67.7% | +8.0% | +90.4% |
Cumulative growth
Daily Returns
Daily percentage return beside USAR.
Daily Out/Under-Performance
Portfolio return minus USAR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × USAR 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 USAR 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