+30,424.6%
HD vs HBAN
+780.9%
+29,643.7%
-70.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HBAN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -1.6% | -0.7% | -1.9% |
| 7D | -1.2% | +2.1% | -3.2% | -1.6% |
| 30D | -11.1% | -4.5% | -6.6% | -10.3% |
| 3M | +2.0% | +2.6% | -0.5% | +1.4% |
| 6M | -10.5% | +4.7% | -15.2% | -11.4% |
| YTD | -6.9% | -1.5% | -5.3% | -6.8% |
| 1Y | -23.2% | -1.9% | -21.3% | -23.1% |
| 3Y | +3.1% | +75.2% | -72.1% | -10.1% |
| 5Y | +7.4% | +37.2% | -29.8% | -2.8% |
| 10Y | +205.0% | +156.6% | +48.4% | +131.2% |
| All | +30,424.6% | +780.9% | +29,643.7% | +11,825.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling