-37.5%
U vs HBAN
+122.1%
-159.5%
-93.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HBAN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -1.6% | +4.2% | +3.4% |
| 7D | +4.5% | +2.1% | +2.4% | +3.4% |
| 30D | -0.6% | -4.5% | +3.9% | +1.6% |
| 3M | +48.4% | +2.6% | +45.9% | +45.9% |
| 6M | +115.4% | +4.7% | +110.6% | +108.2% |
| YTD | -3.2% | -1.5% | -1.7% | -3.5% |
| 1Y | -6.0% | -1.9% | -4.1% | -6.3% |
| 3Y | +13.5% | +75.2% | -61.7% | -12.4% |
| 5Y | -68.0% | +37.2% | -105.2% | -73.8% |
| All | -37.5% | +122.1% | -159.5% | -35.0% |
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