+36.3%
HBAN vs BNY
+256.6%
-220.3%
-44.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BNY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | 0.0% | +0.7% | +0.7% |
| 7D | -1.0% | -1.3% | +0.3% | +0.1% |
| 30D | -5.6% | -0.2% | -5.4% | -5.5% |
| 3M | -1.1% | +14.9% | -16.1% | -12.8% |
| 6M | +9.9% | +40.0% | -30.1% | -18.7% |
| YTD | -0.9% | +42.0% | -42.9% | -28.1% |
| 1Y | -1.4% | +56.9% | -58.2% | -34.6% |
| 3Y | +78.2% | +289.9% | -211.7% | -48.5% |
| All | +36.3% | +256.6% | -220.3% | -58.8% |
Cumulative growth
Daily Returns
Daily percentage return beside BNY.
Daily Out/Under-Performance
Portfolio return minus BNY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BNY 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 BNY 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