-13.3%
IBM vs HBAN
+9.1%
-22.3%
-37.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HBAN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +1.3% | +0.5% | +1.1% |
| 7D | +0.4% | +2.3% | -1.9% | -0.6% |
| 30D | +14.8% | +5.0% | +9.7% | +12.3% |
| 3M | +8.9% | -7.6% | +16.6% | +12.6% |
| 6M | +12.4% | +1.3% | +11.2% | +10.5% |
| YTD | -12.4% | -4.7% | -7.7% | -10.4% |
| 1Y | -13.3% | +9.2% | -22.5% | -17.5% |
| All | -13.3% | +9.1% | -22.3% | -17.5% |
Cumulative growth
Daily Returns
Daily percentage return beside HBAN.
Daily Out/Under-Performance
Portfolio return minus HBAN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HBAN 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 1y: compounded portfolio wealth divided by compounded HBAN 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…
1y analysis · Full analysis span regression · 6 months rolling