+11,498.3%
LIN vs HBAN
+500.2%
+10,998.1%
-51.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HBAN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +2.9% | -1.9% | +0.4% |
| 7D | +0.1% | -0.6% | +0.7% | +0.2% |
| 30D | +7.6% | +3.9% | +3.6% | +6.7% |
| 3M | +6.5% | -8.4% | +14.9% | +8.2% |
| 6M | +6.2% | +0.6% | +5.6% | +5.8% |
| YTD | +23.2% | -5.5% | +28.8% | +23.8% |
| 1Y | +25.4% | +5.4% | +20.0% | +23.3% |
| 3Y | +38.3% | +76.7% | -38.4% | +21.6% |
| 5Y | +64.4% | +25.1% | +39.3% | +52.4% |
| 10Y | +417.3% | +121.5% | +295.8% | +318.2% |
| All | +11,498.3% | +500.2% | +10,998.1% | +6,266.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling