-6.4%
T vs HBAN
+9.1%
-15.5%
-28.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HBAN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +1.3% | +0.8% | +2.0% |
| 7D | +5.5% | +2.3% | +3.2% | +5.3% |
| 30D | -8.9% | +5.0% | -14.0% | -9.2% |
| 3M | -5.6% | -7.6% | +2.1% | -5.4% |
| 6M | -14.3% | +1.3% | -15.6% | -13.7% |
| YTD | -7.9% | -4.7% | -3.2% | -8.8% |
| 1Y | -6.4% | +9.2% | -15.6% | -9.0% |
| All | -6.4% | +9.1% | -15.5% | -9.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling