+773.9%
HBAN vs DE
+14,511.5%
-13,737.6%
-95.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.1% | +0.5% | +0.6% |
| 7D | -1.9% | -2.4% | +0.4% | -0.8% |
| 30D | -5.9% | +9.7% | -15.6% | -10.1% |
| 3M | +0.2% | +21.4% | -21.1% | -9.0% |
| 6M | +6.6% | +15.0% | -8.4% | -1.2% |
| YTD | -1.7% | +46.4% | -48.1% | -19.3% |
| 1Y | -1.7% | +45.6% | -47.3% | -19.3% |
| 3Y | +74.9% | +76.8% | -1.9% | +29.6% |
| 5Y | +36.0% | +99.4% | -63.5% | -7.3% |
| 10Y | +156.9% | +864.6% | -707.6% | -14.2% |
| All | +773.9% | +14,511.5% | -13,737.6% | +51.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling