+63.6%
HBAN vs DBX
+19.3%
+44.4%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DBX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +2.3% | -3.1% | -1.3% |
| 7D | -1.5% | +0.3% | -1.7% | -1.6% |
| 30D | -5.5% | 0.0% | -5.5% | -5.7% |
| 3M | -0.2% | +26.1% | -26.3% | -5.8% |
| 6M | +5.2% | +29.4% | -24.2% | -2.1% |
| YTD | -2.3% | +24.4% | -26.7% | -8.3% |
| 1Y | -2.2% | +10.9% | -13.1% | -5.9% |
| 3Y | +73.8% | +24.1% | +49.8% | +59.2% |
| 5Y | +35.2% | +7.8% | +27.5% | +24.2% |
| All | +63.6% | +19.3% | +44.4% | +29.3% |
Cumulative growth
Daily Returns
Daily percentage return beside DBX.
Daily Out/Under-Performance
Portfolio return minus DBX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DBX 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 DBX 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