-14.7%
SHOP vs HBAN
+35.4%
-50.1%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HBAN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.6% | -0.8% | -0.6% |
| 7D | -13.2% | -1.9% | -11.3% | -11.9% |
| 30D | -17.0% | -5.9% | -11.2% | -13.4% |
| 3M | +17.0% | +0.2% | +16.8% | +16.5% |
| 6M | -2.1% | +6.6% | -8.8% | -7.6% |
| YTD | -21.4% | -1.7% | -19.6% | -22.0% |
| 1Y | -11.0% | -1.7% | -9.3% | -12.2% |
| 3Y | +100.9% | +74.9% | +26.0% | +29.2% |
| 5Y | -14.7% | +36.0% | -50.7% | -34.2% |
| All | -14.7% | +35.4% | -50.1% | -34.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling