+106.1%
HBAN vs DOC
+23.6%
+82.5%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.1% | +0.4% | +0.3% |
| 7D | -1.1% | +1.0% | -2.2% | -1.6% |
| 30D | +3.1% | +8.1% | -5.0% | -0.9% |
| 3M | -9.8% | +0.9% | -10.7% | -10.4% |
| 6M | +1.4% | +6.3% | -4.9% | -2.1% |
| YTD | -5.8% | +33.8% | -39.6% | -20.3% |
| 1Y | +4.2% | +21.6% | -17.4% | -7.5% |
| 3Y | +74.9% | +53.4% | +21.5% | +35.0% |
| 5Y | +21.7% | -21.0% | +42.7% | +30.5% |
| 10Y | +106.1% | +22.5% | +83.6% | +90.3% |
| All | +106.1% | +23.6% | +82.5% | +90.3% |
Cumulative growth
Daily Returns
Daily percentage return beside DOC.
Daily Out/Under-Performance
Portfolio return minus DOC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOC 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 DOC 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