+629.3%
ON vs HBAN
+163.4%
+465.9%
-70.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HBAN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.5% | +0.8% | +7.7% | +8.0% |
| 7D | +2.4% | -1.0% | +3.4% | +3.1% |
| 30D | -8.6% | -5.6% | -3.0% | -5.2% |
| 3M | -34.3% | -1.1% | -33.2% | -34.1% |
| 6M | +28.5% | +9.9% | +18.6% | +20.4% |
| YTD | +40.6% | -0.9% | +41.6% | +39.4% |
| 1Y | +55.3% | -1.4% | +56.7% | +53.8% |
| 3Y | -22.2% | +78.2% | -100.4% | -47.4% |
| 5Y | +62.4% | +37.0% | +25.4% | +26.4% |
| All | +629.3% | +163.4% | +465.9% | +329.0% |
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