+360.5%
BE vs HBAN
-0.5%
+361.0%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HBAN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.4% | -0.2% | +7.5% | +7.4% |
| 7D | +20.0% | +0.7% | +19.3% | +19.6% |
| 30D | +7.9% | -3.2% | +11.2% | +9.8% |
| 3M | -13.2% | +4.0% | -17.2% | -15.1% |
| 6M | +53.5% | +3.1% | +50.3% | +48.6% |
| YTD | +191.0% | 0.0% | +191.0% | +181.6% |
| 1Y | +360.5% | -1.2% | +361.7% | +334.4% |
| All | +360.5% | -0.5% | +361.0% | +334.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling