+52.2%
HL vs HBAN
+786.2%
-734.0%
-96.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HBAN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.8% | -2.0% | -1.3% |
| 7D | -4.4% | -1.0% | -3.4% | -4.2% |
| 30D | +9.3% | -5.6% | +14.9% | +10.1% |
| 3M | +32.0% | -1.1% | +33.1% | +32.1% |
| 6M | -6.4% | +9.9% | -16.3% | -7.6% |
| YTD | +3.1% | -0.9% | +4.1% | +3.1% |
| 1Y | +77.6% | -1.4% | +79.0% | +77.4% |
| 3Y | +392.8% | +78.2% | +314.6% | +354.7% |
| 5Y | +234.1% | +37.0% | +197.1% | +216.0% |
| 10Y | +264.5% | +158.9% | +105.6% | +211.8% |
| All | +52.2% | +786.2% | -734.0% | +47.7% |
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