+14,791.5%
SPGI vs HBAN
+739.7%
+14,051.7%
-74.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HBAN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +0.6% | +0.5% | +1.0% |
| 7D | +1.2% | +2.3% | -1.0% | +0.8% |
| 30D | +15.9% | +4.8% | +11.1% | +14.8% |
| 3M | +12.3% | -10.1% | +22.4% | +14.7% |
| 6M | +23.7% | +5.0% | +18.7% | +22.2% |
| YTD | -3.5% | -6.1% | +2.6% | -2.7% |
| 1Y | +0.4% | +4.6% | -4.2% | -1.0% |
| 3Y | +29.9% | +74.9% | -45.0% | +13.9% |
| 5Y | +15.2% | +21.4% | -6.2% | +7.2% |
| 10Y | +337.2% | +105.3% | +231.9% | +250.0% |
| All | +14,791.5% | +739.7% | +14,051.7% | +7,463.6% |
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