+155.3%
HBAN vs BTI
+73.8%
+81.5%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.7% | +0.1% | +0.5% |
| 7D | -1.0% | -0.2% | -0.8% | -0.9% |
| 30D | -5.6% | -1.1% | -4.5% | -5.3% |
| 3M | -1.1% | -8.8% | +7.6% | +2.1% |
| 6M | +9.9% | -4.0% | +13.8% | +10.6% |
| YTD | -0.9% | +0.4% | -1.3% | -2.3% |
| 1Y | -1.4% | +1.9% | -3.3% | -3.5% |
| 3Y | +78.2% | +108.5% | -30.3% | +25.4% |
| 5Y | +37.0% | +118.5% | -81.5% | -5.4% |
| All | +155.3% | +73.8% | +81.5% | +81.1% |
Cumulative growth
Daily Returns
Daily percentage return beside BTI.
Daily Out/Under-Performance
Portfolio return minus BTI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BTI 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 BTI 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