+151.1%
HBAN vs BRKR
+172.5%
-21.4%
-95.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BRKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.2% | +1.0% | +0.8% |
| 7D | -1.0% | -8.7% | +7.7% | +0.8% |
| 30D | -5.6% | -9.9% | +4.3% | -3.8% |
| 3M | -1.1% | -3.1% | +1.9% | -1.9% |
| 6M | +9.9% | +45.5% | -35.6% | -0.6% |
| YTD | -0.9% | +13.7% | -14.6% | -6.1% |
| 1Y | -1.4% | +67.4% | -68.8% | -14.2% |
| 3Y | +78.2% | -13.2% | +91.4% | +71.6% |
| 5Y | +37.0% | -39.5% | +76.5% | +39.6% |
| 10Y | +158.9% | +153.5% | +5.4% | +96.4% |
| All | +151.1% | +172.5% | -21.4% | +44.3% |
Cumulative growth
Daily Returns
Daily percentage return beside BRKR.
Daily Out/Under-Performance
Portfolio return minus BRKR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BRKR 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 BRKR 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