-76.3%
PCG vs HBAN
+163.4%
-239.7%
-94.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HBAN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +0.8% | -2.4% | -1.9% |
| 7D | -3.5% | -1.0% | -2.5% | -3.2% |
| 30D | -20.6% | -5.6% | -15.0% | -19.3% |
| 3M | -17.6% | -1.1% | -16.4% | -17.4% |
| 6M | -23.5% | +9.9% | -33.4% | -25.8% |
| YTD | -13.6% | -0.9% | -12.7% | -14.0% |
| 1Y | -11.3% | -1.4% | -9.9% | -11.8% |
| 3Y | -16.9% | +78.2% | -95.1% | -31.9% |
| 5Y | +50.8% | +37.0% | +13.8% | +30.5% |
| All | -76.3% | +163.4% | -239.7% | -82.1% |
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