+99.7%
HBAN vs D
+47.7%
+52.0%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | D | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.8% | -0.1% | -0.6% |
| 7D | +0.8% | -3.1% | +3.8% | +2.0% |
| 30D | +3.2% | +8.4% | -5.1% | -0.1% |
| 3M | -11.1% | +0.2% | -11.3% | -11.3% |
| 6M | +1.2% | +9.5% | -8.3% | -2.7% |
| YTD | -6.7% | +18.8% | -25.5% | -13.3% |
| 1Y | +2.4% | +14.7% | -12.3% | -3.7% |
| 3Y | +73.3% | +72.9% | +0.3% | +35.2% |
| 5Y | +20.7% | +13.1% | +7.6% | +10.8% |
| All | +99.7% | +47.7% | +52.0% | +101.8% |
Cumulative growth
Daily Returns
Daily percentage return beside D.
Daily Out/Under-Performance
Portfolio return minus D return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × D 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 D 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