+9.2%
HBAN vs XLB
+29.8%
-20.6%
-21.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XLB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +2.5% | -1.2% | -0.2% |
| 7D | +2.3% | +3.9% | -1.6% | -0.1% |
| 30D | +5.0% | +8.9% | -3.9% | -0.3% |
| 3M | -7.6% | +4.1% | -11.8% | -9.9% |
| 6M | +1.3% | +7.3% | -6.0% | -3.3% |
| YTD | -4.7% | +20.4% | -25.1% | -19.0% |
| 1Y | +9.2% | +29.5% | -20.3% | -13.6% |
| All | +9.2% | +29.8% | -20.6% | -13.6% |
Cumulative growth
Daily Returns
Daily percentage return beside XLB.
Daily Out/Under-Performance
Portfolio return minus XLB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XLB 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 1y: compounded portfolio wealth divided by compounded XLB 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…
1y analysis · Full analysis span regression · 6 months rolling