+17,056.4%
STX vs HBAN
+105.7%
+16,950.6%
-88.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HBAN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.5% | -1.6% | +8.1% | +6.9% |
| 7D | +10.7% | +2.1% | +8.7% | +10.2% |
| 30D | +11.3% | -4.5% | +15.8% | +12.5% |
| 3M | +3.2% | +2.6% | +0.7% | +2.4% |
| 6M | +157.0% | +4.7% | +152.2% | +153.3% |
| YTD | +229.2% | -1.5% | +230.7% | +228.3% |
| 1Y | +381.8% | -1.9% | +383.8% | +379.3% |
| 3Y | +1,383.2% | +75.2% | +1,308.0% | +1,187.7% |
| 5Y | +1,144.9% | +37.2% | +1,107.7% | +1,033.8% |
| 10Y | +3,676.0% | +156.6% | +3,519.4% | +2,833.4% |
| All | +17,056.4% | +105.7% | +16,950.6% | +12,953.7% |
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