+105.7%
PCG vs HBAN
+795.1%
-689.4%
-94.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HBAN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | -0.2% | +2.6% | +2.5% |
| 7D | -13.9% | +0.7% | -14.5% | -13.9% |
| 30D | -16.9% | -3.2% | -13.6% | -16.6% |
| 3M | -14.7% | +4.0% | -18.7% | -15.1% |
| 6M | -23.8% | +3.1% | -27.0% | -24.1% |
| YTD | -10.5% | 0.0% | -10.5% | -10.7% |
| 1Y | -5.1% | -1.2% | -3.9% | -5.3% |
| 3Y | -11.6% | +72.5% | -84.1% | -17.4% |
| 5Y | +59.0% | +39.3% | +19.7% | +51.0% |
| 10Y | -75.7% | +157.3% | -233.1% | -78.7% |
| All | +105.7% | +795.1% | -689.4% | +46.0% |
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 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