+36.3%
HBAN vs BIL
+19.5%
+16.8%
-44.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BIL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | 0.0% | +0.7% | +0.8% |
| 7D | -1.0% | +0.1% | -1.1% | -0.9% |
| 30D | -5.6% | +0.3% | -5.9% | -5.0% |
| 3M | -1.1% | +0.9% | -2.1% | +1.1% |
| 6M | +9.9% | +1.8% | +8.0% | +14.8% |
| YTD | -0.9% | +2.5% | -3.5% | +4.7% |
| 1Y | -1.4% | +3.7% | -5.1% | +6.4% |
| 3Y | +78.2% | +14.1% | +64.1% | +95.3% |
| All | +36.3% | +19.5% | +16.8% | +38.6% |
Cumulative growth
Daily Returns
Daily percentage return beside BIL.
Daily Out/Under-Performance
Portfolio return minus BIL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BIL 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 BIL 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