+7,139.5%
NEE vs HBAN
+786.2%
+6,353.3%
-47.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HBAN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.8% | -0.9% | -0.2% |
| 7D | -1.3% | -1.0% | -0.3% | -1.3% |
| 30D | -3.3% | -5.6% | +2.3% | -2.8% |
| 3M | -2.3% | -1.1% | -1.1% | -2.2% |
| 6M | -8.9% | +9.9% | -18.7% | -9.8% |
| YTD | +4.8% | -0.9% | +5.7% | +4.6% |
| 1Y | +18.7% | -1.4% | +20.1% | +18.5% |
| 3Y | +33.2% | +78.2% | -45.0% | +24.9% |
| 5Y | +10.9% | +37.0% | -26.2% | +5.5% |
| 10Y | +251.8% | +158.9% | +92.9% | +207.8% |
| All | +7,139.5% | +786.2% | +6,353.3% | +4,963.3% |
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 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