+4.6%
HBAN vs USB
+33.5%
-28.9%
-21.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | USB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +2.5% | +0.4% | +0.5% |
| 7D | -0.6% | +0.8% | -1.3% | -1.3% |
| 30D | +3.9% | +6.8% | -2.9% | -2.6% |
| 3M | -8.4% | -3.8% | -4.6% | -4.9% |
| 6M | +0.6% | +11.7% | -11.1% | -9.4% |
| YTD | -5.5% | +17.5% | -23.0% | -18.4% |
| All | +4.6% | +33.5% | -28.9% | -19.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling