+1,258.4%
NET vs HBAN
+47.0%
+1,211.4%
-82.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HBAN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.3% | -2.8% | -5.5% | -7.6% |
| 7D | -21.2% | -2.3% | -18.9% | -20.7% |
| 30D | -31.1% | +1.8% | -33.0% | -31.4% |
| 3M | -16.5% | -10.4% | -6.1% | -14.4% |
| 6M | 0.0% | -3.1% | +3.1% | +0.5% |
| YTD | +24.0% | -7.4% | +31.4% | +25.3% |
| 1Y | +7.0% | +6.0% | +1.0% | +4.5% |
| 3Y | +279.6% | +66.3% | +213.3% | +238.1% |
| 5Y | +24.0% | +22.8% | +1.1% | +12.7% |
| All | +1,258.4% | +47.0% | +1,211.4% | +1,361.3% |
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