-11.3%
ABT vs HBAN
+35.2%
-46.4%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HBAN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +0.8% | -2.1% | -1.5% |
| 7D | -5.9% | -1.0% | -4.9% | -5.7% |
| 30D | -8.1% | -5.6% | -2.5% | -7.1% |
| 3M | +14.5% | -1.1% | +15.7% | +14.7% |
| 6M | -6.3% | +9.9% | -16.2% | -8.0% |
| YTD | -17.1% | -0.9% | -16.2% | -17.2% |
| 1Y | -21.4% | -1.4% | -20.0% | -21.5% |
| 3Y | +5.9% | +78.2% | -72.3% | -8.0% |
| All | -11.3% | +35.2% | -46.4% | -19.8% |
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