+48.4%
RSP vs HBAN
+21.1%
+27.4%
-21.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HBAN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.6% | -0.4% | 0.0% |
| 7D | +2.4% | +2.3% | +0.1% | +1.5% |
| 30D | +4.3% | +4.8% | -0.5% | +2.6% |
| 3M | -0.3% | -10.1% | +9.8% | +3.4% |
| 6M | +9.8% | +5.0% | +4.8% | +7.4% |
| YTD | +16.8% | -6.1% | +23.0% | +18.3% |
| 1Y | +19.5% | +4.6% | +14.9% | +16.2% |
| 3Y | +65.1% | +74.9% | -9.8% | +29.8% |
| All | +48.4% | +21.1% | +27.4% | +29.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling