-1.4%
HBAN vs XYZ
+7.1%
-8.5%
-21.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XYZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.2% | +0.6% | +0.8% |
| 7D | -1.0% | -4.3% | +3.3% | -0.5% |
| 30D | -5.6% | +1.2% | -6.8% | -5.8% |
| 3M | -1.1% | +14.6% | -15.8% | -2.9% |
| 6M | +9.9% | +22.6% | -12.7% | +6.5% |
| YTD | -0.9% | +21.7% | -22.6% | -3.9% |
| 1Y | -1.4% | +6.7% | -8.1% | -0.3% |
| All | -1.4% | +7.1% | -8.5% | -0.3% |
Cumulative growth
Daily Returns
Daily percentage return beside XYZ.
Daily Out/Under-Performance
Portfolio return minus XYZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XYZ 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 XYZ 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