+78.2%
HBAN vs BR
-5.3%
+83.5%
-30.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.3% | +1.1% | +0.9% |
| 7D | -1.0% | -3.0% | +2.0% | 0.0% |
| 30D | -5.6% | -0.3% | -5.3% | -5.7% |
| 3M | -1.1% | +17.3% | -18.4% | -7.6% |
| 6M | +9.9% | -6.7% | +16.6% | +13.1% |
| YTD | -0.9% | -23.4% | +22.5% | +12.9% |
| 1Y | -1.4% | -32.7% | +31.3% | +21.6% |
| 3Y | +78.2% | -5.9% | +84.1% | +63.6% |
| All | +78.2% | -5.3% | +83.5% | +63.6% |
Cumulative growth
Daily Returns
Daily percentage return beside BR.
Daily Out/Under-Performance
Portfolio return minus BR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BR 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 3y: compounded portfolio wealth divided by compounded BR 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…
3y analysis · Full analysis span regression · 6 months rolling