+16.4%
AZN vs HBAN
+9.1%
+7.3%
-25.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HBAN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +1.3% | +1.5% | +2.7% |
| 7D | +11.5% | +2.3% | +9.2% | +11.3% |
| 30D | +20.8% | +5.0% | +15.7% | +20.3% |
| 3M | +21.5% | -7.6% | +29.1% | +21.7% |
| 6M | +3.0% | +1.3% | +1.8% | +2.3% |
| YTD | +3.9% | -4.7% | +8.6% | +1.1% |
| 1Y | +16.4% | +9.2% | +7.2% | +9.2% |
| All | +16.4% | +9.1% | +7.3% | +9.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling