+62.8%
META vs HBAN
+38.8%
+24.0%
-76.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HBAN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.2% | +1.2% | +1.1% |
| 7D | +6.7% | +0.7% | +6.1% | +6.4% |
| 30D | +4.8% | -3.2% | +8.0% | +6.1% |
| 3M | -1.6% | +4.0% | -5.6% | -3.2% |
| 6M | -7.5% | +3.1% | -10.6% | -9.0% |
| YTD | -6.4% | 0.0% | -6.4% | -7.4% |
| 1Y | -17.3% | -1.2% | -16.2% | -18.2% |
| 3Y | +109.9% | +72.5% | +37.5% | +57.8% |
| All | +62.8% | +38.8% | +24.0% | +33.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling