-0.3%
BA vs HBAN
+36.6%
-36.9%
-50.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HBAN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.6% | +0.9% | 0.0% |
| 7D | +2.5% | +2.1% | +0.4% | +1.5% |
| 30D | -10.1% | -4.5% | -5.6% | -8.2% |
| 3M | -2.4% | +2.6% | -5.0% | -3.8% |
| 6M | -8.8% | +4.7% | -13.6% | -11.0% |
| YTD | -2.9% | -1.5% | -1.4% | -3.4% |
| 1Y | -8.8% | -1.9% | -6.8% | -9.4% |
| 3Y | -0.3% | +75.2% | -75.5% | -27.6% |
| 5Y | -0.3% | +37.2% | -37.5% | -21.4% |
| All | -0.3% | +36.6% | -36.9% | -21.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling