+132.8%
WFC vs HBAN
+73.0%
+59.8%
-24.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HBAN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.6% | -0.8% | -0.7% |
| 7D | +0.3% | -1.9% | +2.2% | +1.7% |
| 30D | +2.3% | -5.9% | +8.1% | +6.7% |
| 3M | +9.8% | +0.2% | +9.5% | +9.2% |
| 6M | +15.6% | +6.6% | +8.9% | +9.8% |
| YTD | -2.4% | -1.7% | -0.7% | -2.5% |
| 1Y | +13.8% | -1.7% | +15.5% | +13.4% |
| All | +132.8% | +73.0% | +59.8% | +58.8% |
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