+739.8%
HBAN vs WM
+28,589.7%
-27,849.9%
-95.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +0.1% | +2.8% | +2.9% |
| 7D | -0.6% | -0.5% | -0.1% | -0.5% |
| 30D | +3.9% | +13.3% | -9.4% | +0.5% |
| 3M | -8.4% | +4.4% | -12.8% | -9.5% |
| 6M | +0.6% | +10.8% | -10.2% | -2.4% |
| YTD | -5.5% | +9.1% | -14.6% | -8.2% |
| 1Y | +5.4% | +19.1% | -13.8% | 0.0% |
| 3Y | +76.7% | +45.7% | +31.1% | +57.8% |
| 5Y | +25.1% | +60.4% | -35.3% | +8.3% |
| 10Y | +121.5% | +328.7% | -207.2% | +52.4% |
| All | +739.8% | +28,589.7% | -27,849.9% | +293.6% |
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