+1,682.5%
BMY vs HBAN
+774.1%
+908.4%
-70.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HBAN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.8% | +0.3% | -0.3% |
| 7D | -4.8% | -1.5% | -3.3% | -4.6% |
| 30D | -0.7% | -5.5% | +4.8% | +0.1% |
| 3M | +15.3% | -0.2% | +15.6% | +15.3% |
| 6M | +8.5% | +5.2% | +3.4% | +7.7% |
| YTD | +23.4% | -2.3% | +25.7% | +23.5% |
| 1Y | +42.9% | -2.2% | +45.1% | +42.9% |
| 3Y | +22.0% | +73.8% | -51.9% | +11.7% |
| 5Y | +24.3% | +35.2% | -10.9% | +16.1% |
| 10Y | +64.6% | +155.4% | -90.8% | +36.2% |
| All | +1,682.5% | +774.1% | +908.4% | +918.7% |
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