+1,370.0%
BAC vs HBAN
+780.9%
+589.1%
-93.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | HBAN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.6% | +1.1% | +0.5% |
| 7D | +1.2% | +2.1% | -0.9% | -0.1% |
| 30D | -0.7% | -4.5% | +3.8% | +2.0% |
| 3M | +16.9% | +2.6% | +14.4% | +14.9% |
| 6M | +29.6% | +4.7% | +24.9% | +25.6% |
| YTD | +15.3% | -1.5% | +16.8% | +15.4% |
| 1Y | +28.8% | -1.9% | +30.8% | +28.9% |
| 3Y | +136.4% | +75.2% | +61.2% | +66.0% |
| 5Y | +72.9% | +37.2% | +35.7% | +37.5% |
| 10Y | +391.8% | +156.6% | +235.2% | +169.3% |
| All | +1,370.0% | +780.9% | +589.1% | +214.5% |
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 1990-01-01 to 2026-09-08: 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling