+153.3%
HBAN vs D
+38.3%
+115.1%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | D | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.1% | +0.7% | +0.6% |
| 7D | -1.9% | -1.6% | -0.3% | -1.3% |
| 30D | -5.9% | -3.5% | -2.3% | -4.6% |
| 3M | +0.2% | -1.6% | +1.8% | +0.7% |
| 6M | +6.6% | +5.8% | +0.9% | +4.0% |
| YTD | -1.7% | +14.5% | -16.2% | -7.1% |
| 1Y | -1.7% | +14.2% | -15.9% | -7.2% |
| 3Y | +74.9% | +59.0% | +15.9% | +41.9% |
| 5Y | +36.0% | +5.4% | +30.6% | +28.5% |
| All | +153.3% | +38.3% | +115.1% | +149.4% |
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