+644.6%
STM vs HBAN
+161.4%
+483.1%
-66.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HBAN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +0.6% | -2.2% | -1.9% |
| 7D | -1.1% | -1.9% | +0.9% | -0.1% |
| 30D | -7.8% | -5.9% | -2.0% | -5.0% |
| 3M | -28.2% | +0.2% | -28.4% | -28.1% |
| 6M | +52.0% | +6.6% | +45.3% | +47.6% |
| YTD | +96.4% | -1.7% | +98.1% | +97.1% |
| 1Y | +98.8% | -1.7% | +100.5% | +99.0% |
| 3Y | +18.3% | +74.9% | -56.6% | -11.0% |
| 5Y | +17.7% | +36.0% | -18.3% | -2.9% |
| All | +644.6% | +161.4% | +483.1% | +386.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling