+187.4%
ABBV vs HBAN
+35.2%
+152.2%
-21.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HBAN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.8% | +0.1% | +0.7% |
| 7D | +0.3% | -1.0% | +1.3% | +0.4% |
| 30D | +3.4% | -5.6% | +9.0% | +4.1% |
| 3M | +15.2% | -1.1% | +16.4% | +15.3% |
| 6M | +14.7% | +9.9% | +4.8% | +13.2% |
| YTD | +15.2% | -0.9% | +16.1% | +14.8% |
| 1Y | +20.4% | -1.4% | +21.8% | +19.9% |
| 3Y | +91.3% | +78.2% | +13.1% | +75.2% |
| All | +187.4% | +35.2% | +152.2% | +168.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling