+155.3%
HBAN vs XLB
+163.8%
-8.6%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XLB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.4% | +0.4% | +0.4% |
| 7D | -1.0% | -2.8% | +1.8% | +2.1% |
| 30D | -5.6% | -3.1% | -2.5% | -2.5% |
| 3M | -1.1% | -0.2% | -1.0% | -1.4% |
| 6M | +9.9% | +3.1% | +6.8% | +5.5% |
| YTD | -0.9% | +13.3% | -14.2% | -14.7% |
| 1Y | -1.4% | +12.0% | -13.4% | -14.1% |
| 3Y | +78.2% | +31.4% | +46.8% | +30.6% |
| 5Y | +37.0% | +33.9% | +3.1% | -2.0% |
| All | +155.3% | +163.8% | -8.6% | -11.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling