+18,229.0%
WDC vs HBAN
+780.9%
+17,448.1%
-96.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HBAN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -1.6% | +3.7% | +2.6% |
| 7D | +6.0% | +2.1% | +3.9% | +5.3% |
| 30D | +9.9% | -4.5% | +14.4% | +11.5% |
| 3M | -9.4% | +2.6% | -11.9% | -10.3% |
| 6M | +94.7% | +4.7% | +90.0% | +91.5% |
| YTD | +177.4% | -1.5% | +178.9% | +177.4% |
| 1Y | +412.6% | -1.9% | +414.5% | +411.1% |
| 3Y | +1,359.8% | +75.2% | +1,284.6% | +1,129.2% |
| 5Y | +992.6% | +37.2% | +955.4% | +882.2% |
| 10Y | +1,245.5% | +156.6% | +1,088.9% | +922.0% |
| All | +18,229.0% | +780.9% | +17,448.1% | +5,141.6% |
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