+68.3%
T vs HBAN
+35.4%
+32.9%
-32.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HBAN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.6% | +1.0% | +1.5% |
| 7D | -2.4% | -1.9% | -0.5% | -2.1% |
| 30D | +4.3% | -5.9% | +10.1% | +5.3% |
| 3M | +11.6% | +0.2% | +11.3% | +11.4% |
| 6M | -5.6% | +6.6% | -12.2% | -6.8% |
| YTD | +6.6% | -1.7% | +8.3% | +6.3% |
| 1Y | -8.4% | -1.7% | -6.7% | -8.7% |
| 3Y | +107.8% | +74.9% | +33.0% | +80.0% |
| 5Y | +68.3% | +36.0% | +32.3% | +49.8% |
| All | +68.3% | +35.4% | +32.9% | +49.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling