+36.0%
HBAN vs BBWI
-69.5%
+105.4%
-44.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BBWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -1.5% | +2.1% | +0.9% |
| 7D | -1.9% | -8.0% | +6.1% | 0.0% |
| 30D | -5.9% | -6.6% | +0.8% | -4.7% |
| 3M | +0.2% | -2.7% | +3.0% | 0.0% |
| 6M | +6.6% | -12.8% | +19.4% | +8.2% |
| YTD | -1.7% | -10.5% | +8.8% | -1.5% |
| 1Y | -1.7% | -35.3% | +33.6% | +5.7% |
| 3Y | +74.9% | -47.7% | +122.6% | +89.7% |
| 5Y | +36.0% | -68.9% | +104.8% | +61.2% |
| All | +36.0% | -69.5% | +105.4% | +61.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling