-26.0%
UPS vs HBAN
+74.3%
-100.3%
-44.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HBAN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.8% | -0.5% | 0.0% |
| 7D | -2.0% | -1.0% | -1.0% | -1.6% |
| 30D | -2.0% | -5.6% | +3.6% | +0.2% |
| 3M | -6.2% | -1.1% | -5.1% | -5.9% |
| 6M | +2.8% | +9.9% | -7.1% | -0.9% |
| YTD | +5.9% | -0.9% | +6.8% | +5.7% |
| 1Y | +26.2% | -1.4% | +27.6% | +25.9% |
| 3Y | -26.0% | +78.2% | -104.2% | -40.9% |
| All | -26.0% | +74.3% | -100.3% | -40.9% |
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 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