+217.2%
UPS vs HBAN
+65.0%
+152.2%
-57.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HBAN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.8% | -0.5% | -1.1% |
| 7D | -3.7% | -1.5% | -2.2% | -3.4% |
| 30D | -3.7% | -5.5% | +1.8% | -2.8% |
| 3M | -6.6% | -0.2% | -6.3% | -6.5% |
| 6M | +2.6% | +5.2% | -2.6% | +1.7% |
| YTD | +4.8% | -2.3% | +7.1% | +5.1% |
| 1Y | +25.3% | -2.2% | +27.5% | +25.5% |
| 3Y | -26.9% | +73.8% | -100.7% | -33.8% |
| 5Y | -33.5% | +35.2% | -68.7% | -37.8% |
| 10Y | +36.1% | +155.4% | -119.3% | +12.3% |
| All | +217.2% | +65.0% | +152.2% | +104.6% |
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