+36.3%
HBAN vs WCC
+223.5%
-187.2%
-44.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +3.6% | -2.8% | -0.5% |
| 7D | -1.0% | +1.4% | -2.4% | -1.6% |
| 30D | -5.6% | -2.3% | -3.3% | -5.1% |
| 3M | -1.1% | +3.7% | -4.8% | -3.7% |
| 6M | +9.9% | +34.8% | -24.9% | -4.2% |
| YTD | -0.9% | +46.1% | -47.1% | -16.8% |
| 1Y | -1.4% | +62.7% | -64.1% | -21.2% |
| 3Y | +78.2% | +133.6% | -55.4% | +15.9% |
| All | +36.3% | +223.5% | -187.2% | -29.5% |
Cumulative growth
Daily Returns
Daily percentage return beside WCC.
Daily Out/Under-Performance
Portfolio return minus WCC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WCC 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 5y: compounded portfolio wealth divided by compounded WCC 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…
5y analysis · Full analysis span regression · 6 months rolling