-1.2%
PFE vs HBAN
+73.0%
-74.2%
-30.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HBAN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.6% | -1.1% | -0.6% |
| 7D | -4.0% | -1.9% | -2.1% | -3.7% |
| 30D | +3.9% | -5.9% | +9.7% | +4.9% |
| 3M | +9.9% | +0.2% | +9.7% | +9.6% |
| 6M | +5.3% | +6.6% | -1.4% | +3.7% |
| YTD | +16.8% | -1.7% | +18.5% | +16.3% |
| 1Y | +20.4% | -1.7% | +22.1% | +19.7% |
| All | -1.2% | +73.0% | -74.2% | -13.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling