+36.0%
HBAN vs DAR
-6.7%
+42.7%
-44.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -1.7% | +2.3% | +1.1% |
| 7D | -1.9% | +0.9% | -2.9% | -2.2% |
| 30D | -5.9% | +6.4% | -12.3% | -7.7% |
| 3M | +0.2% | +13.2% | -13.0% | -3.8% |
| 6M | +6.6% | +26.2% | -19.5% | -1.3% |
| YTD | -1.7% | +84.4% | -86.1% | -19.0% |
| 1Y | -1.7% | +112.0% | -113.8% | -23.1% |
| 3Y | +74.9% | +13.4% | +61.5% | +62.0% |
| 5Y | +36.0% | -6.0% | +42.0% | +28.5% |
| All | +36.0% | -6.7% | +42.7% | +28.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling