-16.3%
UNH vs HBAN
+74.3%
-90.6%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HBAN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +0.8% | -3.1% | -2.4% |
| 7D | -4.5% | -1.0% | -3.5% | -4.5% |
| 30D | -6.5% | -5.6% | -0.9% | -6.0% |
| 3M | -6.0% | -1.1% | -4.8% | -5.9% |
| 6M | +33.7% | +9.9% | +23.8% | +32.5% |
| YTD | +16.4% | -0.9% | +17.3% | +16.2% |
| 1Y | +10.1% | -1.4% | +11.5% | +9.6% |
| 3Y | -16.3% | +78.2% | -94.5% | -17.4% |
| All | -16.3% | +74.3% | -90.6% | -17.4% |
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 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