+71.0%
UBER vs HBAN
+71.2%
-0.2%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HBAN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -0.8% | -2.0% | -2.5% |
| 7D | -7.0% | -1.5% | -5.5% | -6.4% |
| 30D | -8.9% | -5.5% | -3.4% | -6.7% |
| 3M | +1.0% | -0.2% | +1.2% | +0.8% |
| 6M | -3.7% | +5.2% | -8.9% | -6.5% |
| YTD | -13.0% | -2.3% | -10.7% | -13.1% |
| 1Y | -25.5% | -2.2% | -23.3% | -26.0% |
| 3Y | +50.5% | +73.8% | -23.4% | +12.2% |
| 5Y | +76.2% | +35.2% | +40.9% | +44.2% |
| All | +71.0% | +71.2% | -0.2% | +18.9% |
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