+1,870.5%
LITE vs HBAN
+77.8%
+1,792.6%
-50.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HBAN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.0% | -1.6% | +12.6% | +12.2% |
| 7D | +12.6% | +2.1% | +10.5% | +10.6% |
| 30D | +9.9% | -4.5% | +14.4% | +13.9% |
| 3M | +9.3% | +2.6% | +6.7% | +6.5% |
| 6M | +75.2% | +4.7% | +70.5% | +66.3% |
| YTD | +165.5% | -1.5% | +167.0% | +162.0% |
| 1Y | +555.0% | -1.9% | +556.9% | +545.7% |
| 3Y | +1,870.5% | +75.2% | +1,795.3% | +1,075.9% |
| All | +1,870.5% | +77.8% | +1,792.6% | +1,075.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling