+1,328.4%
WDC vs HBAN
+73.0%
+1,255.5%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HBAN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | +0.6% | -5.0% | -4.7% |
| 7D | +4.4% | -1.9% | +6.4% | +5.3% |
| 30D | +5.3% | -5.9% | +11.1% | +8.3% |
| 3M | -5.9% | +0.2% | -6.2% | -6.5% |
| 6M | +73.2% | +6.6% | +66.6% | +66.6% |
| YTD | +167.8% | -1.7% | +169.6% | +166.5% |
| 1Y | +386.0% | -1.7% | +387.7% | +382.2% |
| All | +1,328.4% | +73.0% | +1,255.5% | +1,161.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling