+977.1%
BE vs HBAN
+58.9%
+918.2%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HBAN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -0.8% | -2.1% | -2.4% |
| 7D | +23.9% | -1.5% | +25.4% | +25.1% |
| 30D | +27.8% | -5.5% | +33.4% | +32.6% |
| 3M | +3.7% | -0.2% | +4.0% | +3.4% |
| 6M | +78.0% | +5.2% | +72.8% | +71.7% |
| YTD | +209.9% | -2.3% | +212.2% | +211.2% |
| 1Y | +389.6% | -2.2% | +391.8% | +388.1% |
| 3Y | +1,730.6% | +73.8% | +1,656.7% | +1,157.0% |
| 5Y | +1,227.8% | +35.2% | +1,192.6% | +943.0% |
| All | +977.1% | +58.9% | +918.2% | +387.2% |
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