+153.7%
HBANM price history and return analytics
+70.9%
+82.7%
-31.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.6% | -0.9% | -1.3% |
| 7D | -0.2% | -0.1% | -0.1% | -0.2% |
| 30D | +0.5% | -0.7% | +1.1% | +0.7% |
| 3M | +1.3% | +4.0% | -2.7% | -0.2% |
| 6M | -7.2% | +12.3% | -19.5% | -11.2% |
| YTD | -2.0% | +14.0% | -16.1% | -6.8% |
| 1Y | -5.2% | +20.3% | -25.5% | -11.7% |
| 3Y | +19.2% | +75.4% | -56.3% | -5.7% |
| 5Y | +7.6% | +66.0% | -58.4% | -12.3% |
| All | +153.7% | +70.9% | +82.7% | +105.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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