+228.4%
UNH vs HBAN
+163.4%
+64.9%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HBAN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +0.8% | -3.1% | -2.5% |
| 7D | -4.5% | -1.0% | -3.5% | -4.3% |
| 30D | -6.5% | -5.6% | -0.9% | -5.3% |
| 3M | -6.0% | -1.1% | -4.8% | -5.8% |
| 6M | +33.7% | +9.9% | +23.8% | +30.5% |
| YTD | +16.4% | -0.9% | +17.3% | +15.9% |
| 1Y | +10.1% | -1.4% | +11.5% | +9.6% |
| 3Y | -16.3% | +78.2% | -94.5% | -29.5% |
| 5Y | +2.1% | +37.0% | -34.9% | -10.5% |
| All | +228.4% | +163.4% | +64.9% | +123.9% |
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 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