+36.0%
HBAN vs WWD
+187.1%
-151.1%
-44.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -1.5% | +2.1% | +1.2% |
| 7D | -1.9% | -2.9% | +0.9% | -0.9% |
| 30D | -5.9% | -6.6% | +0.7% | -3.5% |
| 3M | +0.2% | -9.3% | +9.6% | +3.0% |
| 6M | +6.6% | -13.6% | +20.3% | +11.1% |
| YTD | -1.7% | +10.4% | -12.1% | -7.8% |
| 1Y | -1.7% | +39.9% | -41.6% | -17.4% |
| 3Y | +74.9% | +165.0% | -90.2% | +7.8% |
| 5Y | +36.0% | +183.8% | -147.8% | -21.8% |
| All | +36.0% | +187.1% | -151.1% | -21.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling