+250.1%
SPOT vs HBAN
+63.8%
+186.3%
-80.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HBAN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.6% | -0.8% | -0.4% |
| 7D | -6.9% | -1.9% | -4.9% | -6.5% |
| 30D | +4.1% | -5.9% | +10.0% | +5.4% |
| 3M | +3.7% | +0.2% | +3.5% | +3.4% |
| 6M | -1.6% | +6.6% | -8.3% | -3.4% |
| YTD | -10.2% | -1.7% | -8.4% | -10.6% |
| 1Y | -25.9% | -1.7% | -24.2% | -26.4% |
| 3Y | +235.6% | +74.9% | +160.7% | +188.4% |
| 5Y | +110.6% | +36.0% | +74.6% | +89.4% |
| All | +250.1% | +63.8% | +186.3% | +193.0% |
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