+112.5%
NET vs HBAN
+38.8%
+73.7%
-82.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HBAN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -0.2% | -1.8% | -1.9% |
| 7D | -7.0% | +0.7% | -7.6% | -7.4% |
| 30D | -4.8% | -3.2% | -1.6% | -3.1% |
| 3M | +3.8% | +4.0% | -0.1% | +1.1% |
| 6M | +50.0% | +3.1% | +46.9% | +45.9% |
| YTD | +41.5% | 0.0% | +41.4% | +38.4% |
| 1Y | +32.8% | -1.2% | +34.0% | +30.3% |
| 3Y | +335.9% | +72.5% | +263.4% | +193.6% |
| All | +112.5% | +38.8% | +73.7% | +56.2% |
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 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