+278.7%
IONQ vs HBAN
+36.5%
+242.3%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HBAN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.8% | -0.8% | -5.0% | -5.1% |
| 7D | +1.3% | -1.5% | +2.8% | +2.6% |
| 30D | -10.3% | -5.5% | -4.8% | -5.9% |
| 3M | -32.7% | -0.2% | -32.5% | -33.2% |
| 6M | +6.3% | +5.2% | +1.2% | +1.0% |
| YTD | -15.0% | -2.3% | -12.7% | -15.0% |
| 1Y | -13.3% | -2.2% | -11.1% | -13.6% |
| 3Y | +97.2% | +73.8% | +23.4% | +25.0% |
| 5Y | +278.7% | +35.2% | +243.5% | +166.1% |
| All | +278.7% | +36.5% | +242.3% | +166.1% |
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