+2,993.7%
SHOP vs HBAN
+163.4%
+2,830.2%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HBAN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +0.8% | +1.0% | +1.5% |
| 7D | -11.2% | -1.0% | -10.2% | -10.9% |
| 30D | -14.4% | -5.6% | -8.8% | -12.6% |
| 3M | +16.6% | -1.1% | +17.7% | +17.0% |
| 6M | -0.6% | +9.9% | -10.4% | -4.1% |
| YTD | -20.0% | -0.9% | -19.0% | -20.2% |
| 1Y | -11.2% | -1.4% | -9.8% | -11.5% |
| 3Y | +99.5% | +78.2% | +21.3% | +67.5% |
| 5Y | -13.2% | +37.0% | -50.2% | -22.2% |
| All | +2,993.7% | +163.4% | +2,830.2% | +2,521.3% |
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 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