+6,449.5%
ABT vs HBAN
+774.1%
+5,675.4%
-45.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HBAN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.8% | +0.5% | -0.2% |
| 7D | -4.7% | -1.5% | -3.3% | -4.6% |
| 30D | -3.1% | -5.5% | +2.4% | -2.5% |
| 3M | +16.1% | -0.2% | +16.4% | +16.1% |
| 6M | -5.3% | +5.2% | -10.5% | -6.0% |
| YTD | -14.4% | -2.3% | -12.1% | -14.3% |
| 1Y | -18.4% | -2.2% | -16.2% | -18.4% |
| 3Y | +11.2% | +73.8% | -62.6% | +2.8% |
| 5Y | -9.4% | +35.2% | -44.6% | -14.5% |
| 10Y | +209.7% | +155.4% | +54.4% | +163.7% |
| All | +6,449.5% | +774.1% | +5,675.4% | +3,579.1% |
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