+1,256.8%
SMH vs HBAN
+134.6%
+1,122.2%
-85.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HBAN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +0.8% | +0.7% | +1.3% |
| 7D | +0.3% | -1.0% | +1.3% | +0.5% |
| 30D | -2.8% | -5.6% | +2.8% | -1.5% |
| 3M | -6.7% | -1.1% | -5.6% | -6.6% |
| 6M | +41.8% | +9.9% | +31.9% | +38.5% |
| YTD | +57.9% | -0.9% | +58.8% | +57.5% |
| 1Y | +87.6% | -1.4% | +89.0% | +87.0% |
| 3Y | +282.9% | +78.2% | +204.7% | +232.4% |
| 5Y | +330.4% | +37.0% | +293.4% | +292.9% |
| 10Y | +1,857.0% | +158.9% | +1,698.1% | +1,411.3% |
| All | +1,256.8% | +134.6% | +1,122.2% | +751.6% |
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