-10.6%
BA vs HBAN
+9.1%
-19.7%
-33.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HBAN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +1.3% | +0.9% | +1.7% |
| 7D | +5.9% | +2.3% | +3.6% | +5.1% |
| 30D | -8.2% | +5.0% | -13.2% | -9.7% |
| 3M | -25.4% | -7.6% | -17.7% | -23.6% |
| 6M | -20.0% | +1.3% | -21.3% | -20.4% |
| YTD | -18.5% | -4.7% | -13.8% | -18.9% |
| 1Y | -10.6% | +9.2% | -19.8% | -11.7% |
| All | -10.6% | +9.1% | -19.7% | -11.7% |
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