-35.7%
U vs HBAN
+123.4%
-159.1%
-93.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HBAN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | +0.8% | +3.7% | +4.1% |
| 7D | +5.5% | -1.0% | +6.5% | +6.0% |
| 30D | -1.3% | -5.6% | +4.3% | +1.5% |
| 3M | +64.6% | -1.1% | +65.7% | +65.0% |
| 6M | +119.4% | +9.9% | +109.5% | +107.0% |
| YTD | -0.5% | -0.9% | +0.5% | -1.1% |
| 1Y | +1.3% | -1.4% | +2.7% | +0.8% |
| 3Y | +15.6% | +78.2% | -62.6% | -11.3% |
| 5Y | -67.5% | +37.0% | -104.5% | -73.4% |
| All | -35.7% | +123.4% | -159.1% | -33.4% |
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 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