+1,376.8%
BAC vs HBAN
+795.1%
+581.7%
-93.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HBAN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.2% | +0.1% | 0.0% |
| 7D | +1.1% | +0.7% | +0.4% | +0.7% |
| 30D | -0.4% | -3.2% | +2.8% | +1.5% |
| 3M | +16.9% | +4.0% | +12.9% | +13.9% |
| 6M | +26.6% | +3.1% | +23.5% | +23.8% |
| YTD | +15.8% | 0.0% | +15.7% | +14.9% |
| 1Y | +27.2% | -1.2% | +28.3% | +26.6% |
| 3Y | +132.4% | +72.5% | +59.9% | +64.8% |
| 5Y | +72.6% | +39.3% | +33.3% | +36.0% |
| 10Y | +389.7% | +157.3% | +232.4% | +167.7% |
| All | +1,376.8% | +795.1% | +581.7% | +213.0% |
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