+447.1%
META vs HBAN
+101.7%
+345.4%
-76.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HBAN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.9% | +0.1% | -0.5% |
| 7D | +3.1% | +0.8% | +2.3% | +2.8% |
| 30D | -18.2% | +3.2% | -21.4% | -19.0% |
| 3M | +7.8% | -11.1% | +18.9% | +11.5% |
| 6M | +3.6% | +1.2% | +2.4% | +3.0% |
| YTD | -5.3% | -6.7% | +1.4% | -4.0% |
| 1Y | +2.7% | +2.4% | +0.3% | +1.1% |
| 3Y | +91.5% | +73.3% | +18.2% | +59.3% |
| 5Y | +84.7% | +20.7% | +63.9% | +67.6% |
| All | +447.1% | +101.7% | +345.4% | +345.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling