-25.8%
HD vs HBAN
-1.9%
-23.8%
-28.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HBAN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +0.6% | -2.1% | -1.8% |
| 7D | -3.9% | -1.9% | -2.0% | -3.2% |
| 30D | -13.1% | -5.9% | -7.3% | -11.2% |
| 3M | -3.4% | +0.2% | -3.7% | -3.6% |
| 6M | -12.6% | +6.6% | -19.2% | -14.5% |
| YTD | -9.2% | -1.7% | -7.5% | -10.5% |
| All | -25.8% | -1.9% | -23.8% | -28.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling