+24.5%
BX vs HBAN
+74.3%
-49.8%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HBAN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +0.8% | +1.7% | +1.9% |
| 7D | -5.6% | -1.0% | -4.6% | -4.9% |
| 30D | -12.2% | -5.6% | -6.6% | -8.7% |
| 3M | +7.4% | -1.1% | +8.5% | +7.6% |
| 6M | +22.2% | +9.9% | +12.3% | +13.2% |
| YTD | -14.0% | -0.9% | -13.1% | -14.9% |
| 1Y | -27.3% | -1.4% | -25.9% | -28.0% |
| 3Y | +24.5% | +78.2% | -53.7% | -19.7% |
| All | +24.5% | +74.3% | -49.8% | -19.7% |
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 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