+75.9%
HBAN vs BB
+266.8%
-190.9%
-95.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +2.2% | -3.8% | -1.9% |
| 7D | +2.1% | +0.5% | +1.6% | +2.0% |
| 30D | -4.5% | -12.4% | +7.9% | -3.1% |
| 3M | +2.6% | -15.3% | +17.8% | +3.7% |
| 6M | +4.7% | +128.8% | -124.0% | -7.5% |
| YTD | -1.5% | +107.7% | -109.2% | -12.0% |
| 1Y | -1.9% | +103.9% | -105.8% | -12.6% |
| 3Y | +75.2% | +72.6% | +2.6% | +53.8% |
| 5Y | +37.2% | -24.3% | +61.4% | +29.8% |
| 10Y | +156.6% | +3.1% | +153.4% | +106.7% |
| All | +75.9% | +266.8% | -190.9% | +21.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling