+494.4%
TEAM vs HBAN
+163.4%
+331.0%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HBAN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.8% | -0.7% | -0.1% |
| 7D | -5.2% | -1.0% | -4.2% | -5.0% |
| 30D | +15.8% | -5.6% | +21.4% | +17.2% |
| 3M | +101.5% | -1.1% | +102.6% | +101.9% |
| 6M | +138.2% | +9.9% | +128.3% | +132.2% |
| YTD | +10.8% | -0.9% | +11.8% | +10.3% |
| 1Y | +1.7% | -1.4% | +3.1% | +1.3% |
| 3Y | -16.0% | +78.2% | -94.3% | -25.4% |
| 5Y | -52.7% | +37.0% | -89.7% | -56.7% |
| All | +494.4% | +163.4% | +331.0% | +402.8% |
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 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