+100.8%
HBAN vs USB
+83.8%
+17.0%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | USB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.9% | -0.3% | -0.2% |
| 7D | +2.3% | +2.6% | -0.3% | -0.2% |
| 30D | +4.8% | +8.4% | -3.6% | -3.1% |
| 3M | -10.1% | -5.5% | -4.6% | -5.1% |
| 6M | +5.0% | +17.7% | -12.7% | -10.2% |
| YTD | -6.1% | +17.6% | -23.7% | -19.6% |
| 1Y | +4.6% | +33.9% | -29.3% | -21.0% |
| 3Y | +74.9% | +103.8% | -28.9% | -12.6% |
| 5Y | +21.4% | +25.6% | -4.2% | -4.7% |
| All | +100.8% | +83.8% | +17.0% | +7.8% |
Cumulative growth
Daily Returns
Daily percentage return beside USB.
Daily Out/Under-Performance
Portfolio return minus USB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × USB 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 USB 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