+51,606.1%
SCHW vs HBAN
+779.3%
+50,826.8%
-86.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HBAN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.6% | +0.1% | +0.5% |
| 7D | -2.8% | -1.9% | -0.8% | -2.0% |
| 30D | -0.1% | -5.9% | +5.8% | +2.3% |
| 3M | +20.6% | +0.2% | +20.3% | +20.2% |
| 6M | +15.9% | +6.6% | +9.3% | +12.5% |
| YTD | +8.5% | -1.7% | +10.2% | +8.3% |
| 1Y | +17.8% | -1.7% | +19.6% | +17.4% |
| 3Y | +88.5% | +74.9% | +13.6% | +48.4% |
| 5Y | +60.6% | +36.0% | +24.7% | +39.5% |
| 10Y | +298.0% | +156.9% | +141.1% | +173.5% |
| All | +51,606.1% | +779.3% | +50,826.8% | +14,132.2% |
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