+31.3%
DIS vs HBAN
+73.3%
-42.0%
-32.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HBAN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -1.6% | +1.3% | +0.4% |
| 7D | -1.1% | +2.1% | -3.2% | -1.9% |
| 30D | +0.1% | -4.5% | +4.6% | +1.9% |
| 3M | +7.1% | +2.6% | +4.5% | +5.5% |
| 6M | +4.3% | +4.7% | -0.5% | +1.6% |
| YTD | -6.9% | -1.5% | -5.4% | -7.4% |
| 1Y | -10.3% | -1.9% | -8.4% | -10.8% |
| All | +31.3% | +73.3% | -42.0% | +7.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling