+155.3%
HBAN vs WWD
+498.2%
-342.9%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.4% | -0.6% | +0.1% |
| 7D | -1.0% | -2.6% | +1.6% | +0.3% |
| 30D | -5.6% | -6.9% | +1.3% | -2.2% |
| 3M | -1.1% | -13.0% | +11.9% | +5.0% |
| 6M | +9.9% | -12.5% | +22.3% | +15.2% |
| YTD | -0.9% | +11.8% | -12.8% | -9.7% |
| 1Y | -1.4% | +41.1% | -42.5% | -21.8% |
| 3Y | +78.2% | +163.1% | -84.8% | -4.5% |
| 5Y | +37.0% | +187.6% | -150.6% | -32.9% |
| All | +155.3% | +498.2% | -342.9% | -20.5% |
Cumulative growth
Daily Returns
Daily percentage return beside WWD.
Daily Out/Under-Performance
Portfolio return minus WWD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WWD 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 10y: compounded portfolio wealth divided by compounded WWD 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…
10y analysis · Full analysis span regression · 6 months rolling