+26.8%
BA vs HBAN
+108.2%
-81.4%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HBAN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.3% | +0.4% | +0.5% |
| 7D | -1.4% | -1.1% | -0.3% | -0.8% |
| 30D | -7.9% | +3.1% | -11.0% | -9.6% |
| 3M | -25.2% | -9.8% | -15.4% | -20.4% |
| 6M | -26.7% | +1.4% | -28.1% | -27.8% |
| YTD | -19.6% | -5.8% | -13.8% | -18.0% |
| 1Y | -10.6% | +4.2% | -14.8% | -14.6% |
| 3Y | -11.2% | +74.9% | -86.2% | -41.9% |
| 5Y | -20.4% | +21.7% | -42.1% | -36.9% |
| 10Y | +26.8% | +106.1% | -79.3% | -31.6% |
| All | +26.8% | +108.2% | -81.4% | -31.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling