+23.5%
DIS vs HBAN
+163.4%
-139.9%
-60.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HBAN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.8% | -0.1% | +0.4% |
| 7D | +1.2% | -1.0% | +2.2% | +1.6% |
| 30D | +3.2% | -5.6% | +8.8% | +5.6% |
| 3M | +7.0% | -1.1% | +8.2% | +7.2% |
| 6M | +6.4% | +9.9% | -3.5% | +1.8% |
| YTD | -5.6% | -0.9% | -4.7% | -6.2% |
| 1Y | -7.7% | -1.4% | -6.3% | -8.3% |
| 3Y | +33.2% | +78.2% | -45.0% | +1.5% |
| 5Y | -40.3% | +37.0% | -77.3% | -50.5% |
| All | +23.5% | +163.4% | -139.9% | -21.6% |
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