+50.5%
RSP vs HBAN
+36.5%
+14.0%
-21.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HBAN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.8% | -0.2% | -0.7% |
| 7D | -1.8% | -1.5% | -0.3% | -1.3% |
| 30D | -2.5% | -5.5% | +3.0% | -0.6% |
| 3M | +3.0% | -0.2% | +3.2% | +2.8% |
| 6M | +8.9% | +5.2% | +3.7% | +6.5% |
| YTD | +13.0% | -2.3% | +15.3% | +12.9% |
| 1Y | +16.2% | -2.2% | +18.4% | +15.8% |
| 3Y | +52.7% | +73.8% | -21.2% | +20.4% |
| 5Y | +50.5% | +35.2% | +15.2% | +25.5% |
| All | +50.5% | +36.5% | +14.0% | +25.5% |
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