+471.2%
NEM vs HBAN
+786.2%
-315.0%
-77.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HBAN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.8% | -0.2% | +0.5% |
| 7D | -1.0% | -1.0% | 0.0% | -1.0% |
| 30D | +7.8% | -5.6% | +13.4% | +8.0% |
| 3M | +30.2% | -1.1% | +31.4% | +30.2% |
| 6M | +9.6% | +9.9% | -0.3% | +9.3% |
| YTD | +27.8% | -0.9% | +28.8% | +27.8% |
| 1Y | +60.7% | -1.4% | +62.1% | +60.6% |
| 3Y | +245.3% | +78.2% | +167.1% | +239.5% |
| 5Y | +155.3% | +37.0% | +118.3% | +151.9% |
| 10Y | +313.2% | +158.9% | +154.3% | +298.1% |
| All | +471.2% | +786.2% | -315.0% | +569.2% |
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