-2.2%
HBAN vs WM
+0.5%
-2.7%
-21.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.6% | -0.2% | -0.7% |
| 7D | -1.5% | -1.2% | -0.3% | -1.4% |
| 30D | -5.5% | -4.5% | -1.0% | -5.2% |
| 3M | -0.2% | -2.2% | +2.0% | -0.1% |
| 6M | +5.2% | -11.5% | +16.6% | +6.6% |
| YTD | -2.3% | -0.7% | -1.6% | -3.6% |
| 1Y | -2.2% | +0.3% | -2.5% | -4.8% |
| All | -2.2% | +0.5% | -2.7% | -4.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling