+110.2%
T vs HBAN
+74.3%
+35.9%
-28.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HBAN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +0.8% | +1.2% | +1.9% |
| 7D | +1.5% | -1.0% | +2.5% | +1.6% |
| 30D | +7.5% | -5.6% | +13.1% | +8.1% |
| 3M | +14.8% | -1.1% | +16.0% | +14.9% |
| 6M | -1.7% | +9.9% | -11.6% | -2.8% |
| YTD | +8.7% | -0.9% | +9.6% | +8.4% |
| 1Y | -7.5% | -1.4% | -6.1% | -7.7% |
| 3Y | +110.2% | +78.2% | +32.0% | +88.4% |
| All | +110.2% | +74.3% | +35.9% | +88.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling