+22,282.0%
SYK vs HBAN
+779.3%
+21,502.7%
-58.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HBAN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +0.6% | -2.6% | -2.1% |
| 7D | -12.3% | -1.9% | -10.4% | -12.0% |
| 30D | -22.4% | -5.9% | -16.6% | -21.6% |
| 3M | -12.3% | +0.2% | -12.6% | -12.4% |
| 6M | -24.3% | +6.6% | -31.0% | -25.3% |
| YTD | -22.8% | -1.7% | -21.1% | -22.8% |
| 1Y | -28.8% | -1.7% | -27.1% | -28.9% |
| 3Y | -4.0% | +74.9% | -78.9% | -14.0% |
| 5Y | +3.8% | +36.0% | -32.1% | -4.1% |
| 10Y | +172.8% | +156.9% | +15.9% | +121.9% |
| All | +22,282.0% | +779.3% | +21,502.7% | +10,937.4% |
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 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