+39.0%
HBAN vs XRT
+539.9%
-500.9%
-95.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.4% | +0.2% | +0.2% |
| 7D | +2.3% | +1.7% | +0.5% | +0.6% |
| 30D | +4.8% | +7.5% | -2.7% | -2.7% |
| 3M | -10.1% | +2.2% | -12.3% | -12.7% |
| 6M | +5.0% | +14.7% | -9.6% | -9.1% |
| YTD | -6.1% | +7.5% | -13.6% | -13.6% |
| 1Y | +4.6% | +14.1% | -9.5% | -9.2% |
| 3Y | +74.9% | +58.8% | +16.2% | +7.8% |
| 5Y | +21.4% | -3.9% | +25.3% | +15.9% |
| 10Y | +105.3% | +137.7% | -32.4% | -37.1% |
| All | +39.0% | +539.9% | -500.9% | -89.0% |
Cumulative growth
Daily Returns
Daily percentage return beside XRT.
Daily Out/Under-Performance
Portfolio return minus XRT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XRT 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 all: compounded portfolio wealth divided by compounded XRT 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…
all analysis · Full analysis span regression · 6 months rolling