+396.0%
HPE vs HBAN
+35.2%
+360.8%
-48.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HBAN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.4% | +0.8% | +11.7% | +12.0% |
| 7D | +19.4% | -1.0% | +20.4% | +20.0% |
| 30D | +5.6% | -5.6% | +11.2% | +9.2% |
| 3M | +33.1% | -1.1% | +34.2% | +33.5% |
| 6M | +192.5% | +9.9% | +182.6% | +175.3% |
| YTD | +160.9% | -0.9% | +161.9% | +159.3% |
| 1Y | +155.0% | -1.4% | +156.4% | +153.7% |
| 3Y | +289.4% | +78.2% | +211.2% | +178.2% |
| All | +396.0% | +35.2% | +360.8% | +288.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling