+11.8%
NOW vs HBAN
+77.8%
-66.0%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HBAN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.0% | -1.6% | -3.4% | -4.5% |
| 7D | -6.1% | +2.1% | -8.2% | -6.6% |
| 30D | +7.5% | -4.5% | +12.0% | +8.8% |
| 3M | +17.5% | +2.6% | +15.0% | +16.1% |
| 6M | +7.9% | +4.7% | +3.2% | +5.5% |
| YTD | -12.4% | -1.5% | -10.9% | -13.3% |
| 1Y | -28.6% | -1.9% | -26.6% | -29.4% |
| 3Y | +11.8% | +75.2% | -63.4% | -8.2% |
| All | +11.8% | +77.8% | -66.0% | -8.2% |
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 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