+9,883.5%
TER vs HBAN
+739.7%
+9,143.8%
-97.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HBAN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.4% | +0.6% | -6.0% | -5.6% |
| 7D | +14.4% | +2.3% | +12.1% | +13.6% |
| 30D | -30.6% | +4.8% | -35.3% | -31.5% |
| 3M | -39.2% | -10.1% | -29.1% | -37.1% |
| 6M | -31.3% | +5.0% | -36.3% | -32.4% |
| YTD | +29.1% | -6.1% | +35.2% | +31.9% |
| 1Y | +47.4% | +4.6% | +42.9% | +45.6% |
| 3Y | +191.2% | +74.9% | +116.3% | +145.2% |
| 5Y | +74.0% | +21.4% | +52.6% | +62.2% |
| 10Y | +1,005.1% | +105.3% | +899.8% | +739.3% |
| All | +9,883.5% | +739.7% | +9,143.8% | +2,852.7% |
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