+1,381.0%
NET vs HBAN
+51.3%
+1,329.7%
-82.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HBAN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | +1.3% | -3.8% | -2.9% |
| 7D | -16.4% | +2.3% | -18.7% | -16.8% |
| 30D | -25.8% | +5.0% | -30.9% | -26.7% |
| 3M | -11.5% | -7.6% | -3.9% | -10.0% |
| 6M | +18.9% | +1.3% | +17.6% | +18.1% |
| YTD | +35.2% | -4.7% | +39.9% | +35.6% |
| 1Y | +14.5% | +9.2% | +5.2% | +11.0% |
| 3Y | +313.8% | +71.1% | +242.8% | +266.0% |
| 5Y | +32.6% | +27.2% | +5.4% | +19.7% |
| All | +1,381.0% | +51.3% | +1,329.7% | +1,481.6% |
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