+155.3%
HBAN vs BNS
+188.9%
-33.6%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BNS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.7% | +0.1% | +0.2% |
| 7D | -1.0% | -0.4% | -0.6% | -0.6% |
| 30D | -5.6% | +3.5% | -9.1% | -9.0% |
| 3M | -1.1% | +14.1% | -15.2% | -13.3% |
| 6M | +9.9% | +33.8% | -23.9% | -17.2% |
| YTD | -0.9% | +29.5% | -30.4% | -23.2% |
| 1Y | -1.4% | +48.4% | -49.8% | -33.1% |
| 3Y | +78.2% | +129.6% | -51.4% | -22.0% |
| 5Y | +37.0% | +96.1% | -59.1% | -30.4% |
| All | +155.3% | +188.9% | -33.6% | -1.0% |
Cumulative growth
Daily Returns
Daily percentage return beside BNS.
Daily Out/Under-Performance
Portfolio return minus BNS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BNS 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 BNS 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