+20.5%
BMY vs HBAN
+74.3%
-53.8%
-31.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HBAN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.8% | -0.9% | -0.3% |
| 7D | -4.8% | -1.0% | -3.8% | -4.6% |
| 30D | -0.1% | -5.6% | +5.5% | +1.0% |
| 3M | +13.1% | -1.1% | +14.3% | +13.2% |
| 6M | +8.4% | +9.9% | -1.5% | +6.3% |
| YTD | +22.0% | -0.9% | +22.9% | +21.5% |
| 1Y | +40.3% | -1.4% | +41.7% | +39.5% |
| 3Y | +20.5% | +78.2% | -57.7% | +7.5% |
| All | +20.5% | +74.3% | -53.8% | +7.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling