+36.3%
HBAN vs BB
-26.5%
+62.8%
-44.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.7% | -0.9% | +0.5% |
| 7D | -1.0% | -0.4% | -0.6% | -1.0% |
| 30D | -5.6% | -12.5% | +6.9% | -3.8% |
| 3M | -1.1% | -17.4% | +16.3% | +0.5% |
| 6M | +9.9% | +119.1% | -109.3% | -6.5% |
| YTD | -0.9% | +102.4% | -103.3% | -14.6% |
| 1Y | -1.4% | +98.2% | -99.6% | -15.4% |
| 3Y | +78.2% | +46.9% | +31.3% | +54.1% |
| All | +36.3% | -26.5% | +62.8% | +34.5% |
Cumulative growth
Daily Returns
Daily percentage return beside BB.
Daily Out/Under-Performance
Portfolio return minus BB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BB 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 5y: compounded portfolio wealth divided by compounded BB 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…
5y analysis · Full analysis span regression · 6 months rolling