+46.4%
UBER vs HBAN
+74.3%
-27.9%
-34.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HBAN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.8% | -2.0% | -1.5% |
| 7D | -5.4% | -1.0% | -4.4% | -5.0% |
| 30D | -4.9% | -5.6% | +0.7% | -2.9% |
| 3M | +3.0% | -1.1% | +4.2% | +3.2% |
| 6M | -4.4% | +9.9% | -14.3% | -8.3% |
| YTD | -12.3% | -0.9% | -11.3% | -12.8% |
| 1Y | -24.3% | -1.4% | -22.9% | -24.9% |
| 3Y | +46.4% | +78.2% | -31.8% | +9.8% |
| All | +46.4% | +74.3% | -27.9% | +9.8% |
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