+155.3%
HBAN vs DE
+863.9%
-708.6%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.3% | +1.1% | +1.0% |
| 7D | -1.0% | -2.6% | +1.6% | +0.5% |
| 30D | -5.6% | +9.0% | -14.6% | -10.5% |
| 3M | -1.1% | +19.1% | -20.3% | -11.4% |
| 6M | +9.9% | +14.4% | -4.5% | +0.3% |
| YTD | -0.9% | +45.9% | -46.9% | -22.6% |
| 1Y | -1.4% | +43.6% | -45.0% | -22.5% |
| 3Y | +78.2% | +75.9% | +2.3% | +21.3% |
| 5Y | +37.0% | +98.8% | -61.7% | -17.9% |
| All | +155.3% | +863.9% | -708.6% | -37.4% |
Cumulative growth
Daily Returns
Daily percentage return beside DE.
Daily Out/Under-Performance
Portfolio return minus DE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DE 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 DE 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