+219.9%
SLV vs HBAN
+163.4%
+56.4%
-52.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HBAN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +0.8% | +0.3% | +1.0% |
| 7D | -2.8% | -1.0% | -1.8% | -2.8% |
| 30D | -1.6% | -5.6% | +4.0% | -1.4% |
| 3M | -4.4% | -1.1% | -3.3% | -4.4% |
| 6M | -25.4% | +9.9% | -35.3% | -25.7% |
| YTD | -9.8% | -0.9% | -8.8% | -9.9% |
| 1Y | +53.8% | -1.4% | +55.2% | +53.6% |
| 3Y | +174.7% | +78.2% | +96.5% | +168.4% |
| 5Y | +164.3% | +37.0% | +127.3% | +159.3% |
| All | +219.9% | +163.4% | +56.4% | +213.4% |
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