+43.3%
SHEL vs HBAN
+9.1%
+34.2%
-18.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HBAN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +1.3% | -3.5% | -2.2% |
| 7D | -3.2% | +2.3% | -5.5% | -3.1% |
| 30D | +5.5% | +5.0% | +0.5% | +5.7% |
| 3M | +14.4% | -7.6% | +22.0% | +14.0% |
| 6M | +16.2% | +1.3% | +14.9% | +16.2% |
| YTD | +42.4% | -4.7% | +47.1% | +41.6% |
| 1Y | +43.3% | +9.2% | +34.1% | +37.2% |
| All | +43.3% | +9.1% | +34.2% | +37.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling