+45.6%
BMY vs HBAN
+9.1%
+36.5%
-16.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HBAN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | +1.3% | +2.8% | +3.7% |
| 7D | +6.0% | +2.3% | +3.7% | +5.4% |
| 30D | +9.1% | +5.0% | +4.1% | +7.8% |
| 3M | -2.6% | -7.6% | +5.1% | -1.0% |
| 6M | +13.1% | +1.3% | +11.9% | +11.9% |
| YTD | +23.0% | -4.7% | +27.7% | +21.5% |
| 1Y | +45.6% | +9.2% | +36.3% | +33.6% |
| All | +45.6% | +9.1% | +36.5% | +33.6% |
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