-42.2%
DIS vs HBAN
+36.5%
-78.7%
-57.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HBAN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.8% | -0.1% | -0.5% |
| 7D | -3.5% | -1.5% | -2.0% | -2.9% |
| 30D | +1.0% | -5.5% | +6.5% | +3.4% |
| 3M | +5.7% | -0.2% | +5.9% | +5.4% |
| 6M | +3.3% | +5.2% | -1.9% | +0.3% |
| YTD | -7.7% | -2.3% | -5.4% | -7.8% |
| 1Y | -10.0% | -2.2% | -7.8% | -10.3% |
| 3Y | +31.7% | +73.8% | -42.1% | -0.9% |
| 5Y | -42.2% | +35.2% | -77.4% | -53.9% |
| All | -42.2% | +36.5% | -78.7% | -53.9% |
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