+24.3%
HBAN vs D
+14.3%
+10.1%
-44.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | D | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.2% | -0.7% | -0.6% |
| 7D | -0.1% | +2.4% | -2.5% | -0.9% |
| 30D | +3.4% | +10.9% | -7.5% | -0.2% |
| 3M | -9.1% | +2.8% | -12.0% | -10.1% |
| 6M | +0.1% | +12.7% | -12.6% | -4.1% |
| YTD | -6.0% | +20.3% | -26.3% | -12.2% |
| 1Y | +4.0% | +17.1% | -13.1% | -2.0% |
| 3Y | +74.5% | +75.1% | -0.7% | +39.0% |
| 5Y | +24.3% | +13.1% | +11.2% | +11.6% |
| All | +24.3% | +14.3% | +10.1% | +11.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling