+46.2%
HBAN vs BR
+1,282.8%
-1,236.7%
-95.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.1% | +0.5% | +0.5% |
| 7D | -1.9% | -6.0% | +4.0% | +2.0% |
| 30D | -5.9% | -0.9% | -5.0% | -5.7% |
| 3M | +0.2% | +16.4% | -16.1% | -10.6% |
| 6M | +6.6% | -8.2% | +14.8% | +10.1% |
| YTD | -1.7% | -23.2% | +21.5% | +13.2% |
| 1Y | -1.7% | -30.9% | +29.2% | +21.7% |
| 3Y | +74.9% | -5.0% | +79.9% | +71.3% |
| 5Y | +36.0% | +8.8% | +27.2% | +16.7% |
| 10Y | +156.9% | +190.1% | -33.2% | -2.2% |
| All | +46.2% | +1,282.8% | -1,236.7% | -83.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling