+292.2%
TER vs HBAN
+71.9%
+220.2%
-58.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HBAN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | -0.8% | +3.9% | +3.6% |
| 7D | +12.4% | -1.5% | +13.8% | +13.3% |
| 30D | +5.1% | -5.5% | +10.6% | +9.2% |
| 3M | +4.0% | -0.2% | +4.2% | +3.6% |
| 6M | +29.5% | +5.2% | +24.4% | +25.3% |
| YTD | +98.5% | -2.3% | +100.8% | +99.6% |
| 1Y | +234.1% | -2.2% | +236.3% | +234.2% |
| All | +292.2% | +71.9% | +220.2% | +173.6% |
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