+1,747.8%
PLD vs HBAN
+79.6%
+1,668.2%
-84.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HBAN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.2% | -0.6% | -0.7% |
| 7D | -2.4% | +0.7% | -3.0% | -2.6% |
| 30D | -2.4% | -3.2% | +0.8% | -1.5% |
| 3M | -3.8% | +4.0% | -7.7% | -5.1% |
| 6M | 0.0% | +3.1% | -3.1% | -1.2% |
| YTD | +9.2% | 0.0% | +9.2% | +8.6% |
| 1Y | +25.9% | -1.2% | +27.1% | +25.5% |
| 3Y | +21.3% | +72.5% | -51.2% | +0.3% |
| 5Y | +14.1% | +39.3% | -25.2% | -1.9% |
| 10Y | +237.9% | +157.3% | +80.5% | +118.0% |
| All | +1,747.8% | +79.6% | +1,668.2% | +736.0% |
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