+37.0%
HPQ vs HBAN
+74.3%
-37.3%
-51.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HBAN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.4% | +0.8% | +7.6% | +8.0% |
| 7D | +9.8% | -1.0% | +10.8% | +10.3% |
| 30D | +22.4% | -5.6% | +28.0% | +25.5% |
| 3M | +45.2% | -1.1% | +46.3% | +45.4% |
| 6M | +96.4% | +9.9% | +86.5% | +86.0% |
| YTD | +65.4% | -0.9% | +66.3% | +63.5% |
| 1Y | +31.6% | -1.4% | +33.0% | +29.9% |
| 3Y | +37.0% | +78.2% | -41.2% | +5.9% |
| All | +37.0% | +74.3% | -37.3% | +5.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling