+1,460.9%
BA vs HBAN
+745.0%
+715.9%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HBAN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +2.9% | -3.5% | -1.3% |
| 7D | -1.7% | -0.6% | -1.2% | -1.6% |
| 30D | -9.5% | +3.9% | -13.4% | -10.3% |
| 3M | -26.5% | -8.4% | -18.1% | -24.9% |
| 6M | -27.4% | +0.6% | -28.0% | -27.5% |
| YTD | -20.6% | -5.5% | -15.1% | -19.8% |
| 1Y | -11.4% | +5.4% | -16.8% | -12.8% |
| 3Y | -10.8% | +76.7% | -87.6% | -22.5% |
| 5Y | -21.9% | +25.1% | -47.1% | -27.2% |
| 10Y | +28.1% | +121.5% | -93.4% | +7.6% |
| All | +1,460.9% | +745.0% | +715.9% | +679.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling