+82.0%
SPY vs HBAN
+35.4%
+46.6%
-24.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HBAN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.6% | -1.2% | -0.8% |
| 7D | -2.0% | -1.9% | 0.0% | -1.4% |
| 30D | -1.7% | -5.9% | +4.2% | +0.2% |
| 3M | +4.7% | +0.2% | +4.5% | +4.4% |
| 6M | +12.5% | +6.6% | +5.9% | +9.7% |
| YTD | +11.7% | -1.7% | +13.4% | +11.3% |
| 1Y | +17.5% | -1.7% | +19.2% | +16.8% |
| 3Y | +76.6% | +74.9% | +1.7% | +42.4% |
| 5Y | +82.0% | +36.0% | +46.1% | +54.4% |
| All | +82.0% | +35.4% | +46.6% | +54.4% |
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