+73.4%
HBAN vs USB
+95.2%
-21.8%
-30.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | USB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.3% | +0.1% | 0.0% |
| 7D | +0.7% | +1.4% | -0.8% | -0.6% |
| 30D | -3.2% | -1.3% | -1.9% | -2.1% |
| 3M | +4.0% | +15.2% | -11.3% | -8.4% |
| 6M | +3.1% | +18.8% | -15.7% | -11.5% |
| YTD | 0.0% | +21.0% | -21.0% | -15.5% |
| 1Y | -1.2% | +34.0% | -35.2% | -23.7% |
| All | +73.4% | +95.2% | -21.8% | -2.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling