-0.3%
BA vs HBAN
+77.8%
-78.1%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HBAN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.6% | +0.9% | 0.0% |
| 7D | +2.5% | +2.1% | +0.4% | +1.6% |
| 30D | -10.1% | -4.5% | -5.6% | -8.4% |
| 3M | -2.4% | +2.6% | -5.0% | -3.7% |
| 6M | -8.8% | +4.7% | -13.6% | -10.9% |
| YTD | -2.9% | -1.5% | -1.4% | -3.5% |
| 1Y | -8.8% | -1.9% | -6.8% | -9.4% |
| 3Y | -0.3% | +75.2% | -75.5% | -23.4% |
| All | -0.3% | +77.8% | -78.1% | -23.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling