+16.7%
BABA vs HBAN
+154.3%
-137.6%
-80.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HBAN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -0.8% | -2.1% | -2.7% |
| 7D | -2.2% | -1.5% | -0.7% | -1.8% |
| 30D | -17.3% | -5.5% | -11.8% | -16.2% |
| 3M | -7.8% | -0.2% | -7.5% | -7.9% |
| 6M | -16.8% | +5.2% | -21.9% | -18.1% |
| YTD | -24.7% | -2.3% | -22.4% | -24.9% |
| 1Y | -24.9% | -2.2% | -22.8% | -25.3% |
| 3Y | +29.1% | +73.8% | -44.7% | +8.4% |
| 5Y | -30.5% | +35.2% | -65.8% | -38.5% |
| 10Y | +16.7% | +155.4% | -138.7% | -7.5% |
| All | +16.7% | +154.3% | -137.6% | -7.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling