+789.5%
HBAN vs WM
+26,336.4%
-25,546.8%
-95.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -1.2% | +1.1% | +0.1% |
| 7D | +0.7% | -0.3% | +1.0% | +0.7% |
| 30D | -3.2% | -2.4% | -0.9% | -2.7% |
| 3M | +4.0% | +0.4% | +3.5% | +3.7% |
| 6M | +3.1% | -9.5% | +12.6% | +5.5% |
| YTD | 0.0% | +0.5% | -0.5% | -0.6% |
| 1Y | -1.2% | -1.1% | -0.1% | -1.5% |
| 3Y | +72.5% | +46.0% | +26.4% | +54.0% |
| 5Y | +39.3% | +51.8% | -12.5% | +22.4% |
| 10Y | +157.3% | +307.5% | -150.2% | +79.9% |
| All | +789.5% | +26,336.4% | -25,546.8% | +326.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling