-9.3%
BA vs HBAN
-2.3%
-7.0%
-25.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HBAN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -0.8% | -1.3% | -1.8% |
| 7D | -1.2% | -1.5% | +0.3% | -0.7% |
| 30D | -11.3% | -5.5% | -5.8% | -9.9% |
| 3M | -3.8% | -0.2% | -3.5% | -3.9% |
| 6M | -8.3% | +5.2% | -13.4% | -9.8% |
| YTD | -4.9% | -2.3% | -2.6% | -6.3% |
| All | -9.3% | -2.3% | -7.0% | -12.6% |
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 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