+107.3%
HBAN vs WM
+329.9%
-222.5%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.3% | -0.8% | -0.7% |
| 7D | -0.1% | +1.2% | -1.3% | -0.8% |
| 30D | +3.4% | +13.7% | -10.3% | -4.0% |
| 3M | -9.1% | +5.2% | -14.3% | -12.0% |
| 6M | +0.1% | +11.2% | -11.1% | -6.5% |
| YTD | -6.0% | +9.4% | -15.4% | -12.2% |
| 1Y | +4.0% | +20.4% | -16.3% | -8.4% |
| 3Y | +74.5% | +44.7% | +29.8% | +31.2% |
| 5Y | +24.3% | +58.5% | -34.1% | -14.8% |
| 10Y | +107.3% | +326.4% | -219.1% | -13.2% |
| All | +107.3% | +329.9% | -222.5% | -13.2% |
Cumulative growth
Daily Returns
Daily percentage return beside WM.
Daily Out/Under-Performance
Portfolio return minus WM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WM 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 WM 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