+1,547.1%
QQQ vs HBAN
+71.4%
+1,475.7%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HBAN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +0.6% | -1.7% | -1.2% |
| 7D | -1.3% | -1.9% | +0.7% | -0.9% |
| 30D | -1.4% | -5.9% | +4.5% | -0.3% |
| 3M | +2.3% | +0.2% | +2.0% | +2.1% |
| 6M | +16.9% | +6.6% | +10.2% | +15.2% |
| YTD | +15.6% | -1.7% | +17.3% | +15.5% |
| 1Y | +22.6% | -1.7% | +24.3% | +22.3% |
| 3Y | +93.5% | +74.9% | +18.6% | +72.0% |
| 5Y | +93.9% | +36.0% | +57.9% | +78.6% |
| 10Y | +564.6% | +156.9% | +407.7% | +424.1% |
| All | +1,547.1% | +71.4% | +1,475.7% | +982.4% |
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 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