+155.3%
HBAN vs WAB
+296.8%
-141.5%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WAB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.1% | -0.3% | +0.1% |
| 7D | -1.0% | +0.1% | -1.1% | -1.1% |
| 30D | -5.6% | -4.1% | -1.5% | -3.2% |
| 3M | -1.1% | +8.2% | -9.3% | -6.9% |
| 6M | +9.9% | +15.4% | -5.5% | -1.0% |
| YTD | -0.9% | +33.1% | -34.1% | -18.8% |
| 1Y | -1.4% | +48.1% | -49.5% | -24.7% |
| 3Y | +78.2% | +167.7% | -89.5% | -7.9% |
| 5Y | +37.0% | +225.7% | -188.7% | -38.0% |
| All | +155.3% | +296.8% | -141.5% | -11.3% |
Cumulative growth
Daily Returns
Daily percentage return beside WAB.
Daily Out/Under-Performance
Portfolio return minus WAB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WAB 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 WAB 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