+194.3%
NOK vs HBAN
+74.3%
+119.9%
-50.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HBAN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.8% | +0.8% | +4.0% | +4.6% |
| 7D | +11.0% | -1.0% | +12.0% | +11.2% |
| 30D | +7.8% | -5.6% | +13.4% | +9.6% |
| 3M | -21.0% | -1.1% | -19.9% | -20.7% |
| 6M | +40.9% | +9.9% | +31.0% | +37.1% |
| YTD | +72.0% | -0.9% | +73.0% | +71.5% |
| 1Y | +140.9% | -1.4% | +142.3% | +140.3% |
| 3Y | +194.3% | +78.2% | +116.0% | +126.4% |
| All | +194.3% | +74.3% | +119.9% | +126.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling