+6,467.7%
TRV vs HBAN
+779.3%
+5,688.3%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HBAN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.6% | -0.1% | +0.4% |
| 7D | -1.5% | -1.9% | +0.5% | -1.0% |
| 30D | -1.8% | -5.9% | +4.0% | -0.4% |
| 3M | +21.6% | +0.2% | +21.3% | +21.3% |
| 6M | +22.5% | +6.6% | +15.8% | +20.3% |
| YTD | +28.1% | -1.7% | +29.9% | +27.9% |
| 1Y | +37.0% | -1.7% | +38.7% | +36.6% |
| 3Y | +141.9% | +74.9% | +67.0% | +107.2% |
| 5Y | +158.5% | +36.0% | +122.5% | +131.2% |
| 10Y | +297.5% | +156.9% | +140.6% | +200.5% |
| All | +6,467.7% | +779.3% | +5,688.3% | +2,881.2% |
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