+2,940.8%
HPQ vs HBAN
+779.3%
+2,161.4%
-82.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HBAN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +0.6% | +0.4% | +0.9% |
| 7D | +3.5% | -1.9% | +5.4% | +3.9% |
| 30D | +13.7% | -5.9% | +19.5% | +15.1% |
| 3M | +33.9% | +0.2% | +33.6% | +33.6% |
| 6M | +80.9% | +6.6% | +74.3% | +77.9% |
| YTD | +52.6% | -1.7% | +54.3% | +52.3% |
| 1Y | +21.2% | -1.7% | +23.0% | +21.1% |
| 3Y | +26.9% | +74.9% | -48.0% | +12.0% |
| 5Y | +41.1% | +36.0% | +5.2% | +30.4% |
| 10Y | +229.6% | +156.9% | +72.6% | +165.7% |
| All | +2,940.8% | +779.3% | +2,161.4% | +1,406.9% |
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 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