+2,926.4%
V vs HBAN
+188.4%
+2,738.0%
-51.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HBAN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.2% | -0.8% | -0.9% |
| 7D | -1.7% | +0.7% | -2.4% | -1.8% |
| 30D | +2.0% | -3.2% | +5.2% | +2.6% |
| 3M | +17.4% | +4.0% | +13.4% | +16.3% |
| 6M | +17.5% | +3.1% | +14.4% | +16.5% |
| YTD | +7.6% | 0.0% | +7.5% | +7.1% |
| 1Y | +7.7% | -1.2% | +8.9% | +7.4% |
| 3Y | +54.7% | +72.5% | -17.8% | +36.5% |
| 5Y | +73.0% | +39.3% | +33.7% | +57.5% |
| 10Y | +390.9% | +157.3% | +233.5% | +285.8% |
| All | +2,926.4% | +188.4% | +2,738.0% | +1,894.0% |
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