+2,550.6%
SOXX vs HBAN
+147.2%
+2,403.4%
-70.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HBAN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +0.8% | +1.1% | +1.7% |
| 7D | +1.4% | -1.0% | +2.4% | +1.6% |
| 30D | -3.6% | -5.6% | +2.0% | -2.2% |
| 3M | -10.2% | -1.1% | -9.0% | -10.1% |
| 6M | +54.2% | +9.9% | +44.4% | +50.5% |
| YTD | +75.2% | -0.9% | +76.2% | +74.8% |
| 1Y | +107.5% | -1.4% | +108.9% | +106.9% |
| 3Y | +226.8% | +78.2% | +148.5% | +182.2% |
| 5Y | +251.2% | +37.0% | +214.2% | +220.1% |
| 10Y | +1,567.6% | +158.9% | +1,408.7% | +1,175.6% |
| All | +2,550.6% | +147.2% | +2,403.4% | +1,357.1% |
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