+71.5%
SHEL vs HBAN
+74.3%
-2.9%
-18.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HBAN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.8% | +0.1% | +0.7% |
| 7D | +4.1% | -1.0% | +5.1% | +4.3% |
| 30D | +8.4% | -5.6% | +14.0% | +9.4% |
| 3M | +13.7% | -1.1% | +14.9% | +13.7% |
| 6M | +12.7% | +9.9% | +2.8% | +10.3% |
| YTD | +35.3% | -0.9% | +36.3% | +34.6% |
| 1Y | +39.4% | -1.4% | +40.8% | +38.6% |
| 3Y | +71.5% | +78.2% | -6.8% | +48.3% |
| All | +71.5% | +74.3% | -2.9% | +48.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling