+17.9%
PM vs HBAN
-1.2%
+19.1%
-18.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HBAN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.8% | -0.1% | +0.7% |
| 7D | +4.7% | -1.0% | +5.7% | +4.7% |
| 30D | +2.6% | -5.6% | +8.2% | +2.7% |
| 3M | +6.6% | -1.1% | +7.7% | +6.7% |
| 6M | +16.5% | +9.9% | +6.6% | +16.9% |
| YTD | +21.2% | -0.9% | +22.1% | +20.7% |
| 1Y | +17.9% | -1.4% | +19.3% | +14.4% |
| All | +17.9% | -1.2% | +19.1% | +14.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling