+13,845.6%
SPGI vs HBAN
+795.1%
+13,050.5%
-74.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HBAN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.2% | -1.4% | -1.5% |
| 7D | +0.1% | +0.7% | -0.5% | 0.0% |
| 30D | +8.4% | -3.2% | +11.6% | +9.1% |
| 3M | +11.8% | +4.0% | +7.9% | +10.8% |
| 6M | +5.7% | +3.1% | +2.6% | +4.8% |
| YTD | -9.7% | 0.0% | -9.7% | -10.1% |
| 1Y | -12.5% | -1.2% | -11.3% | -12.8% |
| 3Y | +21.8% | +72.5% | -50.7% | +7.1% |
| 5Y | +8.2% | +39.3% | -31.1% | -2.3% |
| 10Y | +309.5% | +157.3% | +152.2% | +213.0% |
| All | +13,845.6% | +795.1% | +13,050.5% | +6,890.7% |
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