+789.5%
HBAN vs D
+2,347.4%
-1,557.9%
-95.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | D | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.4% | +0.3% | 0.0% |
| 7D | +0.7% | +1.5% | -0.8% | 0.0% |
| 30D | -3.2% | -2.6% | -0.7% | -2.1% |
| 3M | +4.0% | 0.0% | +3.9% | +3.8% |
| 6M | +3.1% | +7.4% | -4.2% | -0.7% |
| YTD | 0.0% | +15.9% | -15.8% | -7.2% |
| 1Y | -1.2% | +18.1% | -19.3% | -9.4% |
| 3Y | +72.5% | +58.4% | +14.1% | +34.7% |
| 5Y | +39.3% | +5.2% | +34.1% | +29.7% |
| 10Y | +157.3% | +35.9% | +121.5% | +102.6% |
| All | +789.5% | +2,347.4% | -1,557.9% | +137.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling