+2,037.8%
STM vs HBAN
+371.8%
+1,666.1%
-94.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HBAN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.6% | 0.0% | +0.4% |
| 7D | +12.0% | +2.3% | +9.7% | +11.3% |
| 30D | -0.4% | +4.8% | -5.1% | -1.6% |
| 3M | -13.2% | -10.1% | -3.1% | -10.3% |
| 6M | -26.1% | +5.0% | -31.1% | -27.0% |
| YTD | +81.2% | -6.1% | +87.3% | +84.5% |
| 1Y | +98.3% | +4.6% | +93.7% | +95.7% |
| 3Y | +16.7% | +74.9% | -58.2% | -1.0% |
| 5Y | -4.8% | +21.4% | -26.3% | -11.3% |
| 10Y | +468.8% | +105.3% | +363.5% | +343.3% |
| All | +2,037.8% | +371.8% | +1,666.1% | +1,064.3% |
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