+490.8%
LITE vs HBAN
+21.3%
+469.5%
-66.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HBAN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.7% | -0.9% | +6.6% | +6.2% |
| 7D | -35.9% | -2.0% | -34.0% | -35.2% |
| 30D | -51.5% | +2.0% | -53.5% | -52.0% |
| 3M | -35.7% | -10.0% | -25.7% | -32.0% |
| 6M | -43.0% | -5.3% | -37.7% | -41.8% |
| YTD | +46.1% | -8.2% | +54.3% | +50.6% |
| 1Y | +124.7% | +4.2% | +120.5% | +115.1% |
| 3Y | +1,172.1% | +66.7% | +1,105.4% | +886.2% |
| All | +490.8% | +21.3% | +469.5% | +400.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling