-10.6%
BA vs HBAN
+4.1%
-14.7%
-33.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HBAN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.3% | +0.4% | +0.6% |
| 7D | -1.4% | -1.1% | -0.3% | -1.0% |
| 30D | -7.9% | +3.1% | -11.0% | -8.8% |
| 3M | -25.2% | -9.8% | -15.4% | -22.7% |
| 6M | -26.7% | +1.4% | -28.1% | -27.0% |
| YTD | -19.6% | -5.8% | -13.8% | -19.7% |
| 1Y | -10.6% | +4.2% | -14.8% | -11.0% |
| All | -10.6% | +4.1% | -14.7% | -11.0% |
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