+180.2%
HBAN vs DGX
+8,778.1%
-8,597.9%
-95.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DGX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.7% | -0.9% | +0.2% |
| 7D | -1.0% | -0.9% | -0.1% | -0.7% |
| 30D | -5.6% | -1.2% | -4.4% | -5.2% |
| 3M | -1.1% | +15.8% | -16.9% | -6.8% |
| 6M | +9.9% | +18.2% | -8.3% | +2.7% |
| YTD | -0.9% | +37.2% | -38.2% | -12.8% |
| 1Y | -1.4% | +30.4% | -31.7% | -11.7% |
| 3Y | +78.2% | +96.7% | -18.5% | +34.7% |
| 5Y | +37.0% | +67.2% | -30.2% | +8.8% |
| 10Y | +158.9% | +253.9% | -95.0% | +51.0% |
| All | +180.2% | +8,778.1% | -8,597.9% | -30.6% |
Cumulative growth
Daily Returns
Daily percentage return beside DGX.
Daily Out/Under-Performance
Portfolio return minus DGX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DGX 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 DGX 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