+2,523.6%
DUK vs HBAN
+786.2%
+1,737.4%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HBAN | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.8% | -0.7% | 0.0% |
| 7D | -0.7% | -1.0% | +0.3% | -0.6% |
| 30D | -2.4% | -5.6% | +3.2% | -1.9% |
| 3M | -3.0% | -1.1% | -1.8% | -3.0% |
| 6M | -6.6% | +9.9% | -16.4% | -7.5% |
| YTD | +4.6% | -0.9% | +5.5% | +4.4% |
| 1Y | +1.2% | -1.4% | +2.6% | +1.0% |
| 3Y | +45.7% | +78.2% | -32.5% | +36.3% |
| 5Y | +40.3% | +37.0% | +3.3% | +33.2% |
| 10Y | +129.9% | +158.9% | -29.0% | +100.8% |
| All | +2,523.6% | +786.2% | +1,737.4% | +1,627.3% |
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