+1,188.5%
WDC vs HBAN
+163.4%
+1,025.1%
-70.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HBAN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +0.8% | -3.8% | -3.4% |
| 7D | -4.3% | -1.0% | -3.3% | -3.8% |
| 30D | -1.5% | -5.6% | +4.1% | +1.8% |
| 3M | -15.5% | -1.1% | -14.3% | -15.5% |
| 6M | +66.5% | +9.9% | +56.6% | +56.4% |
| YTD | +159.9% | -0.9% | +160.8% | +157.7% |
| 1Y | +366.0% | -1.4% | +367.3% | +359.2% |
| 3Y | +1,285.8% | +78.2% | +1,207.6% | +849.1% |
| 5Y | +925.6% | +37.0% | +888.5% | +698.4% |
| All | +1,188.5% | +163.4% | +1,025.1% | +612.1% |
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 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