+78.2%
HBAN vs XYL
+15.7%
+62.5%
-30.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | XYL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.4% | +0.4% | +0.6% |
| 7D | -1.0% | +1.2% | -2.2% | -1.7% |
| 30D | -5.6% | -11.9% | +6.3% | +1.0% |
| 3M | -1.1% | -1.5% | +0.4% | -1.1% |
| 6M | +9.9% | -11.9% | +21.8% | +16.6% |
| YTD | -0.9% | -20.6% | +19.6% | +11.0% |
| 1Y | -1.4% | -23.5% | +22.1% | +12.8% |
| 3Y | +78.2% | +14.9% | +63.4% | +53.4% |
| All | +78.2% | +15.7% | +62.5% | +53.4% |
Cumulative growth
Daily Returns
Daily percentage return beside XYL.
Daily Out/Under-Performance
Portfolio return minus XYL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XYL 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 3y: compounded portfolio wealth divided by compounded XYL 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…
3y analysis · Full analysis span regression · 6 months rolling