+883.5%
BX vs HBAN
+48.0%
+835.5%
-87.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HBAN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | +0.6% | -3.4% | -3.0% |
| 7D | -8.9% | -1.9% | -7.0% | -8.3% |
| 30D | -14.8% | -5.9% | -8.9% | -13.2% |
| 3M | +6.9% | +0.2% | +6.7% | +6.7% |
| 6M | +16.3% | +6.6% | +9.6% | +13.8% |
| YTD | -16.1% | -1.7% | -14.4% | -15.8% |
| 1Y | -26.8% | -1.7% | -25.1% | -26.6% |
| 3Y | +22.4% | +74.9% | -52.4% | +3.2% |
| 5Y | +16.0% | +36.0% | -19.9% | +5.1% |
| 10Y | +646.9% | +156.9% | +490.0% | +439.7% |
| All | +883.5% | +48.0% | +835.5% | +621.0% |
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