-24.4%
NOW vs HBAN
+24.5%
-48.9%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HBAN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | +0.3% | +2.9% | +3.1% |
| 7D | -5.6% | -1.1% | -4.4% | -5.2% |
| 30D | -26.8% | +3.1% | -29.9% | -27.6% |
| 3M | -19.4% | -9.8% | -9.7% | -16.9% |
| 6M | +12.3% | +1.4% | +10.9% | +10.8% |
| YTD | -32.9% | -5.8% | -27.1% | -32.8% |
| 1Y | -40.3% | +4.2% | -44.5% | -42.6% |
| 3Y | -19.1% | +74.9% | -94.0% | -37.7% |
| 5Y | -24.4% | +21.7% | -46.0% | -35.3% |
| All | -24.4% | +24.5% | -48.9% | -35.3% |
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