+76.5%
HBAN vs USHY
+49.7%
+26.8%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | USHY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.5% | +1.1% | +1.7% |
| 7D | -1.9% | -0.7% | -1.2% | -0.4% |
| 30D | -5.9% | -0.5% | -5.3% | -4.8% |
| 3M | +0.2% | +0.5% | -0.3% | -0.8% |
| 6M | +6.6% | +1.5% | +5.1% | +3.6% |
| YTD | -1.7% | +1.7% | -3.5% | -5.0% |
| 1Y | -1.7% | +3.5% | -5.3% | -8.4% |
| 3Y | +74.9% | +27.2% | +47.7% | +8.9% |
| 5Y | +36.0% | +21.0% | +15.0% | -3.6% |
| All | +76.5% | +49.7% | +26.8% | -9.4% |
Cumulative growth
Daily Returns
Daily percentage return beside USHY.
Daily Out/Under-Performance
Portfolio return minus USHY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × USHY 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 USHY 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