+789.1%
NOW vs HBAN
+163.4%
+625.7%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HBAN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +0.8% | +0.3% | +0.8% |
| 7D | -6.2% | -1.0% | -5.2% | -5.9% |
| 30D | +6.1% | -5.6% | +11.7% | +7.5% |
| 3M | +28.6% | -1.1% | +29.7% | +28.7% |
| 6M | +14.6% | +9.9% | +4.7% | +11.2% |
| YTD | -13.5% | -0.9% | -12.5% | -14.2% |
| 1Y | -29.4% | -1.4% | -28.0% | -29.9% |
| 3Y | +9.4% | +78.2% | -68.9% | -7.3% |
| 5Y | +2.3% | +37.0% | -34.8% | -9.2% |
| All | +789.1% | +163.4% | +625.7% | +553.2% |
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 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