+76.5%
TXN vs HBAN
+74.3%
+2.2%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HBAN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | +0.8% | +3.0% | +3.4% |
| 7D | +4.0% | -1.0% | +5.0% | +4.5% |
| 30D | -2.9% | -5.6% | +2.7% | 0.0% |
| 3M | -9.1% | -1.1% | -7.9% | -8.9% |
| 6M | +36.6% | +9.9% | +26.8% | +29.3% |
| YTD | +57.5% | -0.9% | +58.4% | +55.7% |
| 1Y | +49.5% | -1.4% | +50.9% | +47.8% |
| 3Y | +76.5% | +78.2% | -1.7% | +25.3% |
| All | +76.5% | +74.3% | +2.2% | +25.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling