+2,614.7%
LITE vs HBAN
+154.3%
+2,460.4%
-66.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HBAN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.8% | +1.8% | +1.4% |
| 7D | +13.6% | -1.5% | +15.1% | +14.2% |
| 30D | +21.6% | -5.5% | +27.1% | +24.7% |
| 3M | +20.3% | -0.2% | +20.6% | +20.3% |
| 6M | +54.4% | +5.2% | +49.2% | +50.2% |
| YTD | +168.3% | -2.3% | +170.6% | +168.7% |
| 1Y | +551.8% | -2.2% | +554.0% | +550.7% |
| 3Y | +1,891.5% | +73.8% | +1,817.7% | +1,509.8% |
| 5Y | +1,014.7% | +35.2% | +979.5% | +858.2% |
| 10Y | +2,614.7% | +155.4% | +2,459.4% | +1,740.2% |
| All | +2,614.7% | +154.3% | +2,460.4% | +1,740.2% |
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 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