+11.4%
WBD vs HBAN
+163.4%
-152.1%
-91.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HBAN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.8% | -1.3% | -1.0% |
| 7D | -0.7% | -1.0% | +0.3% | -0.2% |
| 30D | +1.4% | -5.6% | +7.0% | +4.5% |
| 3M | +4.4% | -1.1% | +5.5% | +4.6% |
| 6M | +0.8% | +9.9% | -9.1% | -5.2% |
| YTD | -2.7% | -0.9% | -1.8% | -4.2% |
| 1Y | +73.4% | -1.4% | +74.8% | +70.6% |
| 3Y | +142.1% | +78.2% | +63.9% | +73.2% |
| 5Y | +7.2% | +37.0% | -29.8% | -13.5% |
| All | +11.4% | +163.4% | -152.1% | -32.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling