+11.7%
DASH vs HBAN
+68.7%
-57.0%
-82.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HBAN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | -0.2% | -4.5% | -4.5% |
| 7D | -10.6% | +0.7% | -11.2% | -10.8% |
| 30D | +2.2% | -3.2% | +5.4% | +3.6% |
| 3M | +32.3% | +4.0% | +28.3% | +29.4% |
| 6M | +19.1% | +3.1% | +16.0% | +16.7% |
| YTD | -6.5% | 0.0% | -6.6% | -7.3% |
| 1Y | -14.9% | -1.2% | -13.7% | -15.6% |
| 3Y | +151.9% | +72.5% | +79.5% | +86.7% |
| 5Y | +9.4% | +39.3% | -29.9% | -12.4% |
| All | +11.7% | +68.7% | -57.0% | -17.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling