+717.5%
HPE vs HBAN
+141.4%
+576.1%
-56.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HBAN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | -0.8% | +5.9% | +5.6% |
| 7D | +13.6% | -1.5% | +15.1% | +14.5% |
| 30D | +7.7% | -5.5% | +13.2% | +11.1% |
| 3M | +22.4% | -0.2% | +22.6% | +22.2% |
| 6M | +172.6% | +5.2% | +167.4% | +163.9% |
| YTD | +147.5% | -2.3% | +149.8% | +148.2% |
| 1Y | +151.8% | -2.2% | +154.0% | +152.2% |
| 3Y | +267.1% | +73.8% | +193.2% | +167.2% |
| 5Y | +362.8% | +35.2% | +327.5% | +273.3% |
| 10Y | +540.2% | +155.4% | +384.8% | +240.8% |
| All | +717.5% | +141.4% | +576.1% | +377.6% |
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