+8,892.0%
WMT vs HBAN
+779.3%
+8,112.7%
-42.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HBAN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.6% | -0.7% | -0.2% |
| 7D | -2.5% | -1.9% | -0.5% | -2.2% |
| 30D | -6.4% | -5.9% | -0.6% | -5.7% |
| 3M | -12.1% | +0.2% | -12.4% | -12.2% |
| 6M | -15.0% | +6.6% | -21.6% | -15.8% |
| YTD | -4.5% | -1.7% | -2.8% | -4.6% |
| 1Y | +6.2% | -1.7% | +7.9% | +5.9% |
| 3Y | +99.9% | +74.9% | +25.0% | +84.2% |
| 5Y | +131.4% | +36.0% | +95.5% | +117.1% |
| 10Y | +433.2% | +156.9% | +276.3% | +344.6% |
| All | +8,892.0% | +779.3% | +8,112.7% | +4,058.8% |
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 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