+631.5%
XLU vs HBAN
+83.6%
+547.9%
-52.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HBAN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.8% | -1.1% | -0.4% |
| 7D | -1.6% | -1.0% | -0.6% | -1.5% |
| 30D | -3.3% | -5.6% | +2.3% | -2.7% |
| 3M | -3.2% | -1.1% | -2.0% | -3.1% |
| 6M | -7.0% | +9.9% | -16.8% | -8.0% |
| YTD | +0.6% | -0.9% | +1.6% | +0.5% |
| 1Y | +2.4% | -1.4% | +3.8% | +2.2% |
| 3Y | +46.3% | +78.2% | -32.0% | +36.1% |
| 5Y | +44.0% | +37.0% | +7.0% | +36.3% |
| 10Y | +140.1% | +158.9% | -18.8% | +107.3% |
| All | +631.5% | +83.6% | +547.9% | +492.7% |
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