+186.9%
LQD vs HBAN
+101.3%
+85.5%
-25.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HBAN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +0.6% | -1.5% | -0.9% |
| 7D | -1.1% | -1.9% | +0.9% | -1.1% |
| 30D | -1.1% | -5.9% | +4.7% | -1.1% |
| 3M | -2.3% | +0.2% | -2.6% | -2.4% |
| 6M | -2.9% | +6.6% | -9.5% | -2.9% |
| YTD | -2.3% | -1.7% | -0.6% | -2.3% |
| 1Y | -2.2% | -1.7% | -0.5% | -2.2% |
| 3Y | +14.0% | +74.9% | -60.9% | +13.7% |
| 5Y | -5.8% | +36.0% | -41.7% | -6.0% |
| 10Y | +22.2% | +156.9% | -134.7% | +21.6% |
| All | +186.9% | +101.3% | +85.5% | +184.5% |
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