+196.2%
ON vs HBAN
+161.3%
+34.9%
-96.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HBAN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -1.6% | -2.9% | -3.9% |
| 7D | -2.2% | +2.1% | -4.2% | -2.8% |
| 30D | -12.4% | -4.5% | -7.9% | -11.0% |
| 3M | -41.2% | +2.6% | -43.8% | -41.8% |
| 6M | +25.0% | +4.7% | +20.2% | +22.8% |
| YTD | +31.3% | -1.5% | +32.8% | +31.3% |
| 1Y | +45.4% | -1.9% | +47.3% | +45.4% |
| 3Y | -27.4% | +75.2% | -102.6% | -40.0% |
| 5Y | +58.5% | +37.2% | +21.3% | +41.6% |
| 10Y | +561.8% | +156.6% | +405.2% | +385.3% |
| All | +196.2% | +161.3% | +34.9% | +57.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling