-8.1%
HBANP price history and return analytics
+86.4%
-94.5%
-40.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.9% | +1.2% | +0.7% |
| 7D | +1.0% | -2.0% | +3.0% | +2.0% |
| 30D | +1.3% | -1.4% | +2.7% | +2.0% |
| 3M | +3.6% | +4.7% | -1.1% | +1.2% |
| 6M | -4.4% | +11.4% | -15.7% | -9.6% |
| YTD | -1.0% | +13.1% | -14.0% | -7.2% |
| 1Y | -6.5% | +19.0% | -25.5% | -14.7% |
| 3Y | +12.7% | +73.9% | -61.2% | -17.2% |
| 5Y | -14.5% | +65.4% | -79.9% | -37.4% |
| All | -8.1% | +86.4% | -94.5% | -33.2% |
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