+980.0%
SMCI vs HBAN
+35.2%
+944.8%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HBAN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | +0.8% | +6.5% | +6.8% |
| 7D | +1.3% | -1.0% | +2.3% | +1.8% |
| 30D | +6.6% | -5.6% | +12.2% | +10.0% |
| 3M | +25.4% | -1.1% | +26.6% | +25.5% |
| 6M | +26.1% | +9.9% | +16.3% | +19.2% |
| YTD | +37.0% | -0.9% | +37.9% | +37.0% |
| 1Y | -8.8% | -1.4% | -7.4% | -9.0% |
| 3Y | +44.6% | +78.2% | -33.6% | -1.4% |
| All | +980.0% | +35.2% | +944.8% | +721.0% |
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