+21.1%
STM vs HBAN
+36.5%
-15.3%
-66.7%
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% | -0.4% |
| 7D | +1.7% | -1.5% | +3.1% | +2.5% |
| 30D | -5.2% | -5.5% | +0.4% | -2.1% |
| 3M | -29.6% | -0.2% | -29.4% | -29.3% |
| 6M | +54.4% | +5.2% | +49.2% | +50.6% |
| YTD | +99.5% | -2.3% | +101.8% | +100.6% |
| 1Y | +100.8% | -2.2% | +102.9% | +101.0% |
| 3Y | +20.2% | +73.8% | -53.7% | -12.5% |
| 5Y | +21.1% | +35.2% | -14.1% | -1.4% |
| All | +21.1% | +36.5% | -15.3% | -1.4% |
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