+293.7%
TMUS vs HBAN
+41.0%
+252.7%
-86.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HBAN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.6% | -1.2% | -0.7% |
| 7D | +4.9% | +2.3% | +2.6% | +4.5% |
| 30D | +7.7% | +4.8% | +2.9% | +6.8% |
| 3M | -6.8% | -10.1% | +3.3% | -5.1% |
| 6M | -9.7% | +5.0% | -14.7% | -10.6% |
| YTD | -15.0% | -6.1% | -8.8% | -14.5% |
| 1Y | -19.1% | +4.6% | -23.7% | -20.3% |
| 3Y | +21.4% | +74.9% | -53.5% | +7.1% |
| 5Y | +51.2% | +21.4% | +29.7% | +40.1% |
| 10Y | +240.2% | +105.3% | +134.9% | +173.5% |
| All | +293.7% | +41.0% | +252.7% | +316.9% |
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