+18.3%
HYG vs HBAN
+35.2%
-16.9%
-15.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HBAN | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.8% | -0.8% | -0.1% |
| 7D | -0.7% | -1.0% | +0.3% | -0.6% |
| 30D | -0.7% | -5.6% | +4.9% | -0.1% |
| 3M | -0.2% | -1.1% | +1.0% | -0.1% |
| 6M | +1.4% | +9.9% | -8.5% | +0.2% |
| YTD | +1.5% | -0.9% | +2.4% | +1.2% |
| 1Y | +2.9% | -1.4% | +4.3% | +2.6% |
| 3Y | +25.6% | +78.2% | -52.6% | +15.5% |
| All | +18.3% | +35.2% | -16.9% | +10.4% |
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