+76.9%
IONQ vs HBAN
+24.5%
+52.4%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HBAN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +0.3% | -2.9% | -2.9% |
| 7D | +15.3% | -1.1% | +16.4% | +16.7% |
| 30D | -6.1% | +3.1% | -9.2% | -8.4% |
| 3M | -21.6% | -9.8% | -11.8% | -14.3% |
| 6M | -40.1% | +1.4% | -41.5% | -41.8% |
| YTD | -24.1% | -5.8% | -18.3% | -21.8% |
| 1Y | -37.4% | +4.2% | -41.7% | -41.4% |
| 3Y | +219.5% | +74.9% | +144.6% | +96.5% |
| 5Y | +76.9% | +21.7% | +55.3% | +37.2% |
| All | +76.9% | +24.5% | +52.4% | +37.2% |
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