+716.1%
HBAN vs WM
+28,547.2%
-27,831.2%
-95.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -2.1% | +1.2% | -0.4% |
| 7D | -2.0% | +1.2% | -3.2% | -2.3% |
| 30D | +2.0% | +13.1% | -11.1% | -1.4% |
| 3M | -10.0% | +3.6% | -13.6% | -11.0% |
| 6M | -5.3% | +8.1% | -13.3% | -7.5% |
| YTD | -8.2% | +8.9% | -17.1% | -10.8% |
| 1Y | +4.2% | +20.3% | -16.1% | -1.4% |
| 3Y | +66.7% | +46.2% | +20.5% | +48.7% |
| 5Y | +21.7% | +59.9% | -38.1% | +5.4% |
| 10Y | +131.2% | +345.6% | -214.4% | +57.7% |
| All | +716.1% | +28,547.2% | -27,831.2% | +282.6% |
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