+155.3%
HBAN vs BBWI
-55.0%
+210.2%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BBWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +6.4% | -5.6% | -0.8% |
| 7D | -1.0% | -4.8% | +3.8% | +0.1% |
| 30D | -5.6% | +3.5% | -9.1% | -6.8% |
| 3M | -1.1% | -0.3% | -0.8% | -2.0% |
| 6M | +9.9% | -5.4% | +15.3% | +9.2% |
| YTD | -0.9% | -4.7% | +3.8% | -2.3% |
| 1Y | -1.4% | -30.5% | +29.1% | +3.7% |
| 3Y | +78.2% | -44.3% | +122.5% | +90.5% |
| 5Y | +37.0% | -66.9% | +103.9% | +59.8% |
| All | +155.3% | -55.0% | +210.2% | +129.1% |
Cumulative growth
Daily Returns
Daily percentage return beside BBWI.
Daily Out/Under-Performance
Portfolio return minus BBWI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BBWI 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 10y: compounded portfolio wealth divided by compounded BBWI 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…
10y analysis · Full analysis span regression · 6 months rolling