+36.3%
HBAN vs BG
+81.8%
-45.5%
-44.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -1.7% | +2.5% | +1.2% |
| 7D | -1.0% | +3.1% | -4.1% | -1.8% |
| 30D | -5.6% | +10.2% | -15.8% | -8.0% |
| 3M | -1.1% | -1.7% | +0.5% | -1.0% |
| 6M | +9.9% | +1.0% | +8.9% | +8.7% |
| YTD | -0.9% | +39.9% | -40.9% | -11.4% |
| 1Y | -1.4% | +53.2% | -54.6% | -14.7% |
| 3Y | +78.2% | +16.3% | +61.9% | +66.7% |
| All | +36.3% | +81.8% | -45.5% | -4.3% |
Cumulative growth
Daily Returns
Daily percentage return beside BG.
Daily Out/Under-Performance
Portfolio return minus BG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BG 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 BG 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