+302.0%
TRV vs HBAN
+163.4%
+138.6%
-46.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HBAN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +0.8% | +1.3% | +1.8% |
| 7D | +1.9% | -1.0% | +2.9% | +2.3% |
| 30D | +1.7% | -5.6% | +7.3% | +3.9% |
| 3M | +23.9% | -1.1% | +25.0% | +24.0% |
| 6M | +26.3% | +9.9% | +16.4% | +21.2% |
| YTD | +30.8% | -0.9% | +31.8% | +29.9% |
| 1Y | +36.3% | -1.4% | +37.7% | +35.2% |
| 3Y | +145.0% | +78.2% | +66.8% | +85.9% |
| 5Y | +163.9% | +37.0% | +126.9% | +115.3% |
| All | +302.0% | +163.4% | +138.6% | +154.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling