-52.7%
TEAM vs HBAN
+35.4%
-88.2%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HBAN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +0.6% | +0.4% | +0.8% |
| 7D | -7.8% | -1.9% | -5.8% | -6.9% |
| 30D | +16.5% | -5.9% | +22.4% | +19.6% |
| 3M | +96.2% | +0.2% | +95.9% | +95.4% |
| 6M | +130.2% | +6.6% | +123.5% | +120.8% |
| YTD | +10.7% | -1.7% | +12.5% | +9.7% |
| 1Y | +3.0% | -1.7% | +4.7% | +1.8% |
| 3Y | -13.1% | +74.9% | -88.0% | -35.9% |
| 5Y | -52.7% | +36.0% | -88.7% | -61.9% |
| All | -52.7% | +35.4% | -88.2% | -61.9% |
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 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