+789.5%
HBAN vs USB
+8,537.0%
-7,747.4%
-95.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | USB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.3% | +0.1% | 0.0% |
| 7D | +0.7% | +1.4% | -0.8% | -0.5% |
| 30D | -3.2% | -1.3% | -1.9% | -2.2% |
| 3M | +4.0% | +15.2% | -11.3% | -7.2% |
| 6M | +3.1% | +18.8% | -15.7% | -10.0% |
| YTD | 0.0% | +21.0% | -21.0% | -14.0% |
| 1Y | -1.2% | +34.0% | -35.2% | -21.6% |
| 3Y | +72.5% | +95.3% | -22.8% | +1.0% |
| 5Y | +39.3% | +40.4% | -1.1% | +4.9% |
| 10Y | +157.3% | +107.3% | +50.0% | +51.1% |
| All | +789.5% | +8,537.0% | -7,747.4% | +119.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling