+9,283.7%
UNP vs HBAN
+780.9%
+8,502.7%
-59.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HBAN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.6% | +1.2% | -0.1% |
| 7D | -0.7% | +2.1% | -2.8% | -1.2% |
| 30D | -1.1% | -4.5% | +3.4% | -0.2% |
| 3M | +7.9% | +2.6% | +5.3% | +7.2% |
| 6M | +14.6% | +4.7% | +9.9% | +13.3% |
| YTD | +26.6% | -1.5% | +28.1% | +26.5% |
| 1Y | +35.6% | -1.9% | +37.5% | +35.4% |
| 3Y | +45.5% | +75.2% | -29.7% | +27.8% |
| 5Y | +50.0% | +37.2% | +12.8% | +36.6% |
| 10Y | +271.8% | +156.6% | +115.2% | +192.6% |
| All | +9,283.7% | +780.9% | +8,502.7% | +4,661.6% |
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