+1,092.8%
STX vs HBAN
+35.4%
+1,057.4%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HBAN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +0.6% | -3.3% | -2.9% |
| 7D | +8.0% | -1.9% | +9.9% | +8.8% |
| 30D | +5.1% | -5.9% | +10.9% | +7.9% |
| 3M | +5.8% | +0.2% | +5.5% | +5.1% |
| 6M | +124.9% | +6.6% | +118.3% | +116.7% |
| YTD | +213.9% | -1.7% | +215.6% | +211.1% |
| 1Y | +350.4% | -1.7% | +352.1% | +344.0% |
| 3Y | +1,314.2% | +74.9% | +1,239.3% | +948.1% |
| 5Y | +1,092.8% | +36.0% | +1,056.8% | +855.2% |
| All | +1,092.8% | +35.4% | +1,057.4% | +855.2% |
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