+22,107.8%
LLY vs HBAN
+739.7%
+21,368.1%
-68.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HBAN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +0.6% | +0.7% | +1.2% |
| 7D | +6.7% | +2.3% | +4.5% | +6.5% |
| 30D | +19.6% | +4.8% | +14.8% | +18.9% |
| 3M | +19.7% | -10.1% | +29.8% | +21.2% |
| 6M | +42.7% | +5.0% | +37.7% | +41.6% |
| YTD | +35.1% | -6.1% | +41.3% | +35.7% |
| 1Y | +42.2% | +4.6% | +37.6% | +40.9% |
| 3Y | +140.8% | +74.9% | +65.9% | +122.3% |
| 5Y | +480.6% | +21.4% | +459.1% | +452.3% |
| 10Y | +2,061.9% | +105.3% | +1,956.6% | +1,761.2% |
| All | +22,107.8% | +739.7% | +21,368.1% | +13,300.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling