+375.1%
META vs HBAN
+156.1%
+219.0%
-76.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HBAN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.6% | +1.1% | -0.1% |
| 7D | +6.0% | +2.1% | +4.0% | +5.4% |
| 30D | +3.6% | -4.5% | +8.1% | +5.0% |
| 3M | +4.9% | +2.6% | +2.3% | +4.1% |
| 6M | -4.7% | +4.7% | -9.4% | -6.2% |
| YTD | -6.9% | -1.5% | -5.4% | -7.1% |
| 1Y | -18.2% | -1.9% | -16.3% | -18.5% |
| 3Y | +107.8% | +75.2% | +32.5% | +72.7% |
| 5Y | +63.9% | +37.2% | +26.7% | +44.4% |
| 10Y | +375.1% | +156.6% | +218.5% | +264.3% |
| All | +375.1% | +156.1% | +219.0% | +264.3% |
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