+155.3%
HBAN vs BDX
+59.3%
+96.0%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.8% | 0.0% | +0.5% |
| 7D | -1.0% | -3.2% | +2.2% | +0.1% |
| 30D | -5.6% | -2.5% | -3.0% | -4.8% |
| 3M | -1.1% | +21.4% | -22.6% | -8.1% |
| 6M | +9.9% | +10.4% | -0.5% | +5.5% |
| YTD | -0.9% | +18.8% | -19.8% | -7.6% |
| 1Y | -1.4% | +21.7% | -23.1% | -8.9% |
| 3Y | +78.2% | -10.0% | +88.2% | +80.7% |
| 5Y | +37.0% | -1.8% | +38.8% | +33.0% |
| All | +155.3% | +59.3% | +96.0% | +131.8% |
Cumulative growth
Daily Returns
Daily percentage return beside BDX.
Daily Out/Under-Performance
Portfolio return minus BDX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BDX 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 BDX 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