+4,477.6%
SMCI vs HBAN
+50.6%
+4,427.0%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HBAN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | +0.8% | +6.5% | +7.1% |
| 7D | +1.3% | -1.0% | +2.3% | +1.5% |
| 30D | +6.6% | -5.6% | +12.2% | +8.1% |
| 3M | +25.4% | -1.1% | +26.6% | +25.6% |
| 6M | +26.1% | +9.9% | +16.3% | +23.3% |
| YTD | +37.0% | -0.9% | +37.9% | +37.4% |
| 1Y | -8.8% | -1.4% | -7.4% | -8.6% |
| 3Y | +44.6% | +78.2% | -33.6% | +25.2% |
| 5Y | +995.9% | +37.0% | +958.9% | +903.9% |
| 10Y | +1,801.4% | +158.9% | +1,642.5% | +1,378.8% |
| All | +4,477.6% | +50.6% | +4,427.0% | +3,089.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling