+75.6%
BAC vs HBAN
+35.4%
+40.2%
-46.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HBAN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.6% | -0.8% | -0.6% |
| 7D | -0.3% | -1.9% | +1.7% | +1.0% |
| 30D | -1.8% | -5.9% | +4.1% | +2.2% |
| 3M | +15.3% | +0.2% | +15.0% | +14.7% |
| 6M | +30.2% | +6.6% | +23.5% | +24.0% |
| YTD | +15.6% | -1.7% | +17.3% | +15.6% |
| 1Y | +27.5% | -1.7% | +29.2% | +27.0% |
| 3Y | +137.0% | +74.9% | +62.1% | +58.5% |
| 5Y | +75.6% | +36.0% | +39.6% | +31.7% |
| All | +75.6% | +35.4% | +40.2% | +31.7% |
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 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