+25.0%
HL vs HBAN
+9.1%
+15.9%
-58.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HBAN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.2% | +1.3% | +11.9% | +12.4% |
| 7D | +0.2% | +2.3% | -2.1% | -1.0% |
| 30D | -12.1% | +5.0% | -17.1% | -14.4% |
| 3M | -2.8% | -7.6% | +4.8% | +0.8% |
| 6M | -14.9% | +1.3% | -16.2% | -16.4% |
| YTD | -22.0% | -4.7% | -17.3% | -27.1% |
| 1Y | +25.0% | +9.2% | +15.8% | +1.9% |
| All | +25.0% | +9.1% | +15.9% | +1.9% |
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