+155.3%
HBAN vs W
+158.6%
-3.3%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | W | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.1% | -0.4% | +0.6% |
| 7D | -1.0% | -0.9% | -0.1% | -0.9% |
| 30D | -5.6% | -4.2% | -1.4% | -5.2% |
| 3M | -1.1% | +26.9% | -28.0% | -5.0% |
| 6M | +9.9% | +31.2% | -21.4% | +4.4% |
| YTD | -0.9% | -1.8% | +0.9% | -2.9% |
| 1Y | -1.4% | +9.3% | -10.7% | -5.3% |
| 3Y | +78.2% | +33.2% | +45.0% | +58.1% |
| 5Y | +37.0% | -62.4% | +99.4% | +27.3% |
| All | +155.3% | +158.6% | -3.3% | +52.8% |
Cumulative growth
Daily Returns
Daily percentage return beside W.
Daily Out/Under-Performance
Portfolio return minus W return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × W 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 W 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