+155.3%
HBAN vs DAR
+366.1%
-210.8%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -1.9% | +2.7% | +1.5% |
| 7D | -1.0% | -0.1% | -0.9% | -1.0% |
| 30D | -5.6% | +2.6% | -8.2% | -6.9% |
| 3M | -1.1% | +14.2% | -15.4% | -7.0% |
| 6M | +9.9% | +17.2% | -7.3% | +1.6% |
| YTD | -0.9% | +80.9% | -81.8% | -23.4% |
| 1Y | -1.4% | +104.0% | -105.4% | -28.3% |
| 3Y | +78.2% | +3.6% | +74.6% | +64.3% |
| 5Y | +37.0% | -7.8% | +44.8% | +25.2% |
| All | +155.3% | +366.1% | -210.8% | +3.9% |
Cumulative growth
Daily Returns
Daily percentage return beside DAR.
Daily Out/Under-Performance
Portfolio return minus DAR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DAR 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 DAR 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