+115.3%
SPOT vs HBAN
+35.2%
+80.1%
-76.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HBAN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.8% | 0.0% | +0.5% |
| 7D | -3.1% | -1.0% | -2.1% | -2.8% |
| 30D | +7.4% | -5.6% | +13.0% | +9.2% |
| 3M | +8.2% | -1.1% | +9.3% | +8.2% |
| 6M | +2.2% | +9.9% | -7.7% | -1.6% |
| YTD | -9.5% | -0.9% | -8.5% | -10.5% |
| 1Y | -23.8% | -1.4% | -22.4% | -24.8% |
| 3Y | +233.5% | +78.2% | +155.3% | +153.3% |
| All | +115.3% | +35.2% | +80.1% | +75.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling