+358.4%
LIN vs HBAN
+156.1%
+202.3%
-32.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HBAN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -1.6% | -0.3% | -1.4% |
| 7D | -3.5% | +2.1% | -5.5% | -4.1% |
| 30D | -4.1% | -4.5% | +0.4% | -2.8% |
| 3M | -6.4% | +2.6% | -8.9% | -7.3% |
| 6M | -2.4% | +4.7% | -7.2% | -4.2% |
| YTD | +10.9% | -1.5% | +12.5% | +10.4% |
| 1Y | 0.0% | -1.9% | +1.9% | -0.6% |
| 3Y | +25.8% | +75.2% | -49.4% | +1.0% |
| 5Y | +60.8% | +37.2% | +23.7% | +36.5% |
| 10Y | +358.4% | +156.6% | +201.8% | +203.9% |
| All | +358.4% | +156.1% | +202.3% | +203.9% |
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 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