+52,596.3%
AMGN vs HBAN
+786.2%
+51,810.1%
-60.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HBAN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +0.8% | -2.1% | -1.4% |
| 7D | -13.7% | -1.0% | -12.7% | -13.6% |
| 30D | -8.8% | -5.6% | -3.2% | -8.1% |
| 3M | +7.2% | -1.1% | +8.3% | +7.3% |
| 6M | +1.3% | +9.9% | -8.6% | -0.1% |
| YTD | +17.6% | -0.9% | +18.6% | +17.5% |
| 1Y | +37.2% | -1.4% | +38.6% | +37.0% |
| 3Y | +57.7% | +78.2% | -20.5% | +44.6% |
| 5Y | +106.3% | +37.0% | +69.2% | +93.1% |
| 10Y | +205.3% | +158.9% | +46.4% | +155.6% |
| All | +52,596.3% | +786.2% | +51,810.1% | +24,647.1% |
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