+294.9%
SCHW vs HBAN
+163.4%
+131.5%
-51.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HBAN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.8% | -0.9% | -0.6% |
| 7D | -1.9% | -1.0% | -0.9% | -1.2% |
| 30D | -1.6% | -5.6% | +4.0% | +1.9% |
| 3M | +21.3% | -1.1% | +22.4% | +21.5% |
| 6M | +16.5% | +9.9% | +6.6% | +8.5% |
| YTD | +8.4% | -0.9% | +9.4% | +7.1% |
| 1Y | +15.6% | -1.4% | +17.0% | +14.0% |
| 3Y | +86.8% | +78.2% | +8.6% | +19.5% |
| 5Y | +60.5% | +37.0% | +23.5% | +20.3% |
| All | +294.9% | +163.4% | +131.5% | +92.6% |
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