+14,183.4%
TER vs HBAN
+795.1%
+13,388.3%
-97.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HBAN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | -0.2% | +5.7% | +5.5% |
| 7D | +0.6% | +0.7% | 0.0% | +0.4% |
| 30D | -8.3% | -3.2% | -5.0% | -7.2% |
| 3M | -12.2% | +4.0% | -16.2% | -13.4% |
| 6M | +17.1% | +3.1% | +13.9% | +16.3% |
| YTD | +84.7% | 0.0% | +84.6% | +84.9% |
| 1Y | +199.9% | -1.2% | +201.1% | +200.6% |
| 3Y | +232.8% | +72.5% | +160.3% | +180.9% |
| 5Y | +198.6% | +39.3% | +159.3% | +166.4% |
| 10Y | +1,669.7% | +157.3% | +1,512.4% | +1,154.7% |
| All | +14,183.4% | +795.1% | +13,388.3% | +4,039.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling