-10.8%
BA vs HBAN
+73.5%
-84.3%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HBAN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +2.9% | -3.5% | -1.9% |
| 7D | -1.7% | -0.6% | -1.2% | -1.5% |
| 30D | -9.5% | +3.9% | -13.4% | -11.0% |
| 3M | -26.5% | -8.4% | -18.1% | -23.7% |
| 6M | -27.4% | +0.6% | -28.0% | -27.8% |
| YTD | -20.6% | -5.5% | -15.1% | -19.7% |
| 1Y | -11.4% | +5.4% | -16.8% | -15.0% |
| 3Y | -10.8% | +76.7% | -87.6% | -28.3% |
| All | -10.8% | +73.5% | -84.3% | -28.3% |
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