-4.5%
DASH vs HBAN
+59.3%
-63.8%
-82.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HBAN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +2.9% | -2.2% | -0.7% |
| 7D | -4.8% | -0.6% | -4.2% | -4.4% |
| 30D | -7.9% | +3.9% | -11.8% | -9.4% |
| 3M | -16.3% | -8.4% | -7.9% | -12.8% |
| 6M | +10.4% | +0.6% | +9.8% | +9.7% |
| YTD | -20.1% | -5.5% | -14.6% | -18.5% |
| 1Y | -11.4% | +5.4% | -16.8% | -14.4% |
| 3Y | +114.1% | +76.7% | +37.4% | +57.1% |
| 5Y | -5.8% | +25.1% | -30.9% | -21.7% |
| All | -4.5% | +59.3% | -63.8% | -27.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling