+216.4%
TER vs HBAN
+35.2%
+181.2%
-59.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HBAN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +0.8% | +1.8% | +2.1% |
| 7D | +6.4% | -1.0% | +7.4% | +6.9% |
| 30D | -5.7% | -5.6% | -0.1% | -2.4% |
| 3M | -0.4% | -1.1% | +0.7% | -0.2% |
| 6M | +25.8% | +9.9% | +16.0% | +19.3% |
| YTD | +96.4% | -0.9% | +97.4% | +96.6% |
| 1Y | +229.2% | -1.4% | +230.6% | +228.6% |
| 3Y | +288.1% | +78.2% | +209.9% | +177.4% |
| All | +216.4% | +35.2% | +181.2% | +151.4% |
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 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