-0.2%
DASH vs HBAN
+36.6%
-36.8%
-82.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HBAN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | -1.6% | -3.7% | -4.5% |
| 7D | -11.2% | +2.1% | -13.2% | -12.1% |
| 30D | -7.3% | -4.5% | -2.8% | -5.2% |
| 3M | +31.4% | +2.6% | +28.9% | +29.3% |
| 6M | +11.9% | +4.7% | +7.1% | +8.5% |
| YTD | -11.5% | -1.5% | -10.0% | -11.7% |
| 1Y | -20.0% | -1.9% | -18.1% | -20.4% |
| 3Y | +143.9% | +75.2% | +68.7% | +71.4% |
| 5Y | -0.2% | +37.2% | -37.4% | -21.7% |
| All | -0.2% | +36.6% | -36.8% | -21.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling