+412.1%
LIN vs HBAN
+118.0%
+294.0%
-32.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HBAN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.5% | +0.8% | +0.4% |
| 7D | +2.0% | -0.1% | +2.1% | +2.0% |
| 30D | +7.9% | +3.4% | +4.5% | +6.7% |
| 3M | +6.3% | -9.1% | +15.4% | +9.2% |
| 6M | +6.5% | +0.1% | +6.4% | +5.9% |
| YTD | +23.6% | -6.0% | +29.6% | +24.5% |
| 1Y | +25.7% | +4.0% | +21.7% | +22.5% |
| 3Y | +35.6% | +74.5% | -38.9% | +8.7% |
| 5Y | +65.9% | +24.3% | +41.5% | +45.0% |
| 10Y | +412.1% | +107.3% | +304.8% | +280.5% |
| All | +412.1% | +118.0% | +294.0% | +280.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling