+1,493.1%
LITE vs HBAN
+102.9%
+1,390.3%
-66.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HBAN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | +0.6% | -5.1% | -4.7% |
| 7D | +10.8% | +2.3% | +8.5% | +9.8% |
| 30D | -33.4% | +4.8% | -38.2% | -34.7% |
| 3M | -32.2% | -10.1% | -22.1% | -29.1% |
| 6M | -42.1% | +5.0% | -47.1% | -43.7% |
| YTD | +61.9% | -6.1% | +68.0% | +64.7% |
| 1Y | +163.0% | +4.6% | +158.4% | +155.2% |
| 3Y | +1,358.0% | +74.9% | +1,283.1% | +1,074.6% |
| 5Y | +549.9% | +21.4% | +528.5% | +481.0% |
| All | +1,493.1% | +102.9% | +1,390.3% | +1,046.2% |
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