+3,341.8%
V vs HBAN
+170.6%
+3,171.2%
-51.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HBAN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +0.6% | +0.7% | +1.2% |
| 7D | +0.9% | +2.3% | -1.3% | +0.5% |
| 30D | +9.0% | +4.8% | +4.2% | +8.0% |
| 3M | +16.7% | -10.1% | +26.8% | +19.2% |
| 6M | +33.4% | +5.0% | +28.4% | +31.9% |
| YTD | +22.4% | -6.1% | +28.5% | +23.4% |
| 1Y | +27.7% | +4.6% | +23.1% | +25.9% |
| 3Y | +78.0% | +74.9% | +3.1% | +56.9% |
| 5Y | +108.5% | +21.4% | +87.1% | +94.9% |
| 10Y | +459.0% | +105.3% | +353.8% | +357.9% |
| All | +3,341.8% | +170.6% | +3,171.2% | +2,196.1% |
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