+36.3%
HBAN vs XME
+162.6%
-126.3%
-44.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | XME | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -1.0% | +1.8% | +1.2% |
| 7D | -1.0% | -4.2% | +3.2% | +0.9% |
| 30D | -5.6% | -2.7% | -2.9% | -4.7% |
| 3M | -1.1% | -3.9% | +2.8% | -0.2% |
| 6M | +9.9% | -1.0% | +10.9% | +8.2% |
| YTD | -0.9% | +9.8% | -10.8% | -8.7% |
| 1Y | -1.4% | +32.5% | -33.9% | -18.9% |
| 3Y | +78.2% | +124.3% | -46.1% | +8.0% |
| All | +36.3% | +162.6% | -126.3% | -31.5% |
Cumulative growth
Daily Returns
Daily percentage return beside XME.
Daily Out/Under-Performance
Portfolio return minus XME return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XME 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 XME 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