+176.9%
XLE vs HBAN
+161.4%
+15.5%
-66.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HBAN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.6% | -1.2% | -0.9% |
| 7D | +0.5% | -1.9% | +2.4% | +1.4% |
| 30D | +6.6% | -5.9% | +12.4% | +9.6% |
| 3M | +12.3% | +0.2% | +12.0% | +11.5% |
| 6M | +18.4% | +6.6% | +11.7% | +13.0% |
| YTD | +47.2% | -1.7% | +48.9% | +45.3% |
| 1Y | +50.3% | -1.7% | +52.0% | +47.7% |
| 3Y | +55.3% | +74.9% | -19.6% | +8.6% |
| 5Y | +226.0% | +36.0% | +190.0% | +147.5% |
| All | +176.9% | +161.4% | +15.5% | +47.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling