+1,115.2%
DIA vs HBAN
+77.1%
+1,038.1%
-51.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HBAN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -1.6% | +0.5% | -0.8% |
| 7D | +0.1% | +2.1% | -2.0% | -0.4% |
| 30D | -2.1% | -4.5% | +2.4% | -1.2% |
| 3M | +4.2% | +2.6% | +1.6% | +3.5% |
| 6M | +11.9% | +4.7% | +7.1% | +10.7% |
| YTD | +10.8% | -1.5% | +12.4% | +10.8% |
| 1Y | +17.5% | -1.9% | +19.4% | +17.4% |
| 3Y | +59.9% | +75.2% | -15.3% | +41.4% |
| 5Y | +64.1% | +37.2% | +27.0% | +50.1% |
| 10Y | +246.2% | +156.6% | +89.6% | +173.9% |
| All | +1,115.2% | +77.1% | +1,038.1% | +666.5% |
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 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