+3,061.7%
SPY vs HBAN
+380.0%
+2,681.7%
-55.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HBAN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.8% | +0.3% | -0.3% |
| 7D | -0.4% | -1.5% | +1.1% | -0.1% |
| 30D | -1.4% | -5.5% | +4.1% | -0.2% |
| 3M | +3.7% | -0.2% | +3.9% | +3.6% |
| 6M | +13.0% | +5.2% | +7.8% | +11.6% |
| YTD | +12.4% | -2.3% | +14.7% | +12.4% |
| 1Y | +18.5% | -2.2% | +20.7% | +18.4% |
| 3Y | +77.6% | +73.8% | +3.8% | +56.3% |
| 5Y | +81.7% | +35.2% | +46.4% | +66.0% |
| 10Y | +319.7% | +155.4% | +164.3% | +226.5% |
| All | +3,061.7% | +380.0% | +2,681.7% | +1,609.5% |
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