+4,678.0%
AZN vs HBAN
+330.2%
+4,347.8%
-48.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HBAN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.8% | -0.4% | +0.2% |
| 7D | -1.6% | -1.0% | -0.6% | -1.4% |
| 30D | +1.1% | -5.6% | +6.7% | +1.7% |
| 3M | -12.1% | -1.1% | -11.0% | -12.1% |
| 6M | -17.1% | +9.9% | -27.0% | -18.2% |
| YTD | -12.0% | -0.9% | -11.0% | -12.2% |
| 1Y | -0.2% | -1.4% | +1.2% | -0.5% |
| 3Y | +26.8% | +78.2% | -51.4% | +17.0% |
| 5Y | +56.9% | +37.0% | +19.9% | +47.5% |
| 10Y | +226.7% | +158.9% | +67.8% | +174.5% |
| All | +4,678.0% | +330.2% | +4,347.8% | +3,079.3% |
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