+41.5%
HBAN vs BIL
+31.3%
+10.2%
-95.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BIL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | 0.0% | +0.5% | +0.9% |
| 7D | +2.3% | +0.1% | +2.2% | +3.1% |
| 30D | +4.8% | +0.3% | +4.4% | +8.7% |
| 3M | -10.1% | +1.0% | -11.0% | -0.5% |
| 6M | +5.0% | +1.9% | +3.1% | +28.0% |
| YTD | -6.1% | +3.2% | -9.3% | +31.1% |
| 1Y | +4.6% | +3.7% | +0.9% | +54.3% |
| 3Y | +74.9% | +13.8% | +61.1% | +610.0% |
| 5Y | +21.4% | +20.3% | +1.2% | +820.0% |
| 10Y | +105.3% | +26.2% | +79.1% | +2,668.0% |
| All | +41.5% | +31.3% | +10.2% | +1,678.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling