+1,084.6%
XLI vs HBAN
+82.2%
+1,002.5%
-62.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HBAN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.6% | -1.3% | -0.9% |
| 7D | -2.3% | -1.9% | -0.4% | -1.9% |
| 30D | -8.2% | -5.9% | -2.3% | -6.9% |
| 3M | +0.8% | +0.2% | +0.5% | +0.6% |
| 6M | +0.8% | +6.6% | -5.8% | -0.7% |
| YTD | +10.5% | -1.7% | +12.2% | +10.6% |
| 1Y | +14.1% | -1.7% | +15.8% | +14.0% |
| 3Y | +68.6% | +74.9% | -6.3% | +47.2% |
| 5Y | +80.4% | +36.0% | +44.4% | +64.1% |
| 10Y | +254.6% | +156.9% | +97.7% | +176.6% |
| All | +1,084.6% | +82.2% | +1,002.5% | +649.6% |
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