+773.9%
HBAN vs BTI
+5,998.9%
-5,225.0%
-95.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +1.0% | -0.4% | +0.3% |
| 7D | -1.9% | -2.0% | 0.0% | -1.2% |
| 30D | -5.9% | -3.4% | -2.4% | -4.8% |
| 3M | +0.2% | -9.0% | +9.2% | +3.3% |
| 6M | +6.6% | -5.0% | +11.7% | +7.8% |
| YTD | -1.7% | -0.3% | -1.4% | -2.6% |
| 1Y | -1.7% | +3.1% | -4.8% | -3.9% |
| 3Y | +74.9% | +111.0% | -36.1% | +30.1% |
| 5Y | +36.0% | +117.0% | -81.1% | +0.1% |
| 10Y | +156.9% | +73.9% | +83.0% | +96.8% |
| All | +773.9% | +5,998.9% | -5,225.0% | +246.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling