-3.1%
NVO vs HBAN
+35.2%
-38.3%
-74.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HBAN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +0.8% | -2.9% | -2.2% |
| 7D | -7.6% | -1.0% | -6.6% | -7.4% |
| 30D | -6.0% | -5.6% | -0.4% | -5.2% |
| 3M | -0.8% | -1.1% | +0.4% | -0.7% |
| 6M | +16.5% | +9.9% | +6.6% | +14.7% |
| YTD | -11.1% | -0.9% | -10.2% | -11.4% |
| 1Y | -16.7% | -1.4% | -15.3% | -17.0% |
| 3Y | -52.9% | +78.2% | -131.1% | -56.8% |
| All | -3.1% | +35.2% | -38.3% | -10.5% |
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