+6.8%
BABA vs HBAN
+145.4%
-138.6%
-80.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HBAN | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.6% | -0.6% | -0.1% |
| 7D | -13.8% | +2.3% | -16.0% | -14.3% |
| 30D | -15.1% | +4.8% | -19.9% | -16.1% |
| 3M | -22.7% | -10.1% | -12.6% | -20.8% |
| 6M | -34.7% | +5.0% | -39.7% | -35.8% |
| YTD | -35.0% | -6.1% | -28.9% | -34.6% |
| 1Y | -40.4% | +4.6% | -45.0% | -41.8% |
| 3Y | +21.9% | +74.9% | -53.0% | +1.2% |
| 5Y | -39.9% | +21.4% | -61.3% | -45.8% |
| 10Y | +7.9% | +105.3% | -97.4% | -19.6% |
| All | +6.8% | +145.4% | -138.6% | -26.7% |
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