+1,127.7%
RSP vs HBAN
+101.6%
+1,026.1%
-59.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HBAN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.2% | -0.3% | -0.4% |
| 7D | -0.8% | +0.7% | -1.4% | -0.9% |
| 30D | -0.3% | -3.2% | +2.9% | +0.4% |
| 3M | +4.3% | +4.0% | +0.3% | +3.2% |
| 6M | +8.8% | +3.1% | +5.7% | +7.8% |
| YTD | +15.3% | 0.0% | +15.2% | +14.7% |
| 1Y | +18.3% | -1.2% | +19.5% | +17.9% |
| 3Y | +52.8% | +72.5% | -19.7% | +33.0% |
| 5Y | +51.7% | +39.3% | +12.4% | +36.7% |
| 10Y | +208.5% | +157.3% | +51.1% | +137.1% |
| All | +1,127.7% | +101.6% | +1,026.1% | +723.1% |
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