+41.9%
TMUS vs HBAN
+36.5%
+5.4%
-37.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HBAN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -0.8% | -1.6% | -2.3% |
| 7D | -5.3% | -1.5% | -3.8% | -5.1% |
| 30D | +0.1% | -5.5% | +5.6% | +0.9% |
| 3M | -0.6% | -0.2% | -0.4% | -0.5% |
| 6M | -17.5% | +5.2% | -22.7% | -18.1% |
| YTD | -11.3% | -2.3% | -9.0% | -11.2% |
| 1Y | -25.4% | -2.2% | -23.2% | -25.5% |
| 3Y | +35.5% | +73.8% | -38.3% | +20.2% |
| 5Y | +41.9% | +35.2% | +6.7% | +29.4% |
| All | +41.9% | +36.5% | +5.4% | +29.4% |
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