+19.9%
XBI vs HBAN
+35.2%
-15.2%
-53.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HBAN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.8% | -1.2% | -0.7% |
| 7D | -4.6% | -1.0% | -3.6% | -4.3% |
| 30D | -2.0% | -5.6% | +3.6% | 0.0% |
| 3M | +17.8% | -1.1% | +18.9% | +17.8% |
| 6M | +23.7% | +9.9% | +13.8% | +18.7% |
| YTD | +28.2% | -0.9% | +29.2% | +27.1% |
| 1Y | +64.0% | -1.4% | +65.4% | +62.3% |
| 3Y | +99.4% | +78.2% | +21.2% | +52.7% |
| All | +19.9% | +35.2% | -15.2% | -2.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling