+70.3%
T vs HBAN
+163.4%
-93.2%
-39.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HBAN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +0.8% | +1.2% | +1.8% |
| 7D | +1.5% | -1.0% | +2.5% | +1.7% |
| 30D | +7.5% | -5.6% | +13.1% | +9.0% |
| 3M | +14.8% | -1.1% | +16.0% | +15.0% |
| 6M | -1.7% | +9.9% | -11.6% | -4.5% |
| YTD | +8.7% | -0.9% | +9.6% | +8.0% |
| 1Y | -7.5% | -1.4% | -6.1% | -8.1% |
| 3Y | +110.2% | +78.2% | +32.0% | +71.7% |
| 5Y | +71.6% | +37.0% | +34.6% | +47.1% |
| All | +70.3% | +163.4% | -93.2% | +20.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling