+206.4%
HD vs HBAN
+163.4%
+43.0%
-38.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HBAN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +0.8% | +0.2% | +0.8% |
| 7D | -3.8% | -1.0% | -2.8% | -3.5% |
| 30D | -9.4% | -5.6% | -3.8% | -7.9% |
| 3M | -4.6% | -1.1% | -3.5% | -4.3% |
| 6M | -10.1% | +9.9% | -20.0% | -12.7% |
| YTD | -8.3% | -0.9% | -7.4% | -8.5% |
| 1Y | -25.0% | -1.4% | -23.6% | -25.2% |
| 3Y | +1.5% | +78.2% | -76.7% | -16.6% |
| 5Y | +5.6% | +37.0% | -31.4% | -8.5% |
| All | +206.4% | +163.4% | +43.0% | +109.3% |
Cumulative growth
Daily Returns
Daily percentage return beside HBAN.
Daily Out/Under-Performance
Portfolio return minus HBAN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HBAN 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 HBAN 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