+2.4%
HBAN vs D
+15.2%
-12.7%
-21.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | D | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.8% | -0.1% | -0.8% |
| 7D | +0.8% | -3.1% | +3.8% | +1.4% |
| 30D | +3.2% | +8.4% | -5.1% | +1.6% |
| 3M | -11.1% | +0.2% | -11.3% | -11.2% |
| 6M | +1.2% | +9.5% | -8.3% | -0.2% |
| YTD | -6.7% | +18.8% | -25.5% | -7.6% |
| 1Y | +2.4% | +14.7% | -12.3% | +1.1% |
| All | +2.4% | +15.2% | -12.7% | +1.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling