+773.9%
HBAN vs WSM
+34,191.7%
-33,417.8%
-95.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WSM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -1.7% | +2.3% | +1.0% |
| 7D | -1.9% | +0.4% | -2.4% | -2.1% |
| 30D | -5.9% | -10.7% | +4.9% | -3.3% |
| 3M | +0.2% | +8.5% | -8.2% | -1.9% |
| 6M | +6.6% | +19.6% | -13.0% | +1.8% |
| YTD | -1.7% | +26.6% | -28.3% | -7.5% |
| 1Y | -1.7% | +12.0% | -13.7% | -4.9% |
| 3Y | +74.9% | +226.6% | -151.8% | +25.7% |
| 5Y | +36.0% | +174.1% | -138.2% | -1.3% |
| 10Y | +156.9% | +1,052.9% | -896.0% | +22.6% |
| All | +773.9% | +34,191.7% | -33,417.8% | +109.8% |
Cumulative growth
Daily Returns
Daily percentage return beside WSM.
Daily Out/Under-Performance
Portfolio return minus WSM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WSM 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 WSM 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