+1,102.1%
BAC vs HBAN
+739.7%
+362.4%
-93.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HBAN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +0.6% | +0.4% | +0.7% |
| 7D | +3.2% | +2.3% | +1.0% | +1.9% |
| 30D | -0.7% | +4.8% | -5.5% | -3.5% |
| 3M | -20.0% | -10.1% | -9.9% | -14.8% |
| 6M | +3.4% | +5.0% | -1.6% | +0.1% |
| YTD | -5.7% | -6.1% | +0.4% | -2.9% |
| 1Y | -1.4% | +4.6% | -6.0% | -5.0% |
| 3Y | +97.9% | +74.9% | +23.0% | +39.2% |
| 5Y | +22.9% | +21.4% | +1.5% | +5.1% |
| 10Y | +235.3% | +105.3% | +130.1% | +109.1% |
| All | +1,102.1% | +739.7% | +362.4% | +164.5% |
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 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