+92.7%
LLY vs HBAN
+71.9%
+20.7%
-34.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HBAN | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.8% | +0.8% | +0.1% |
| 7D | -3.1% | -1.5% | -1.6% | -2.9% |
| 30D | -8.6% | -5.5% | -3.1% | -7.9% |
| 3M | -1.6% | -0.2% | -1.4% | -1.9% |
| 6M | +11.8% | +5.2% | +6.7% | +10.6% |
| YTD | +5.1% | -2.3% | +7.4% | +4.8% |
| 1Y | +50.7% | -2.2% | +52.9% | +50.1% |
| All | +92.7% | +71.9% | +20.7% | +77.2% |
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 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