+203.4%
RSP vs HBAN
+161.4%
+42.0%
-39.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HBAN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.6% | -1.3% | -0.9% |
| 7D | -3.1% | -1.9% | -1.2% | -2.4% |
| 30D | -3.4% | -5.9% | +2.4% | -1.2% |
| 3M | +3.6% | +0.2% | +3.4% | +3.3% |
| 6M | +9.0% | +6.6% | +2.3% | +5.8% |
| YTD | +12.2% | -1.7% | +13.9% | +11.9% |
| 1Y | +15.6% | -1.7% | +17.3% | +14.9% |
| 3Y | +51.6% | +74.9% | -23.2% | +17.7% |
| 5Y | +50.4% | +36.0% | +14.5% | +25.0% |
| All | +203.4% | +161.4% | +42.0% | +91.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling