+161.5%
HBAN vs DOC
-2.1%
+163.6%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -1.8% | +1.6% | +0.7% |
| 7D | +0.7% | -1.5% | +2.1% | +1.4% |
| 30D | -3.2% | -4.8% | +1.5% | -1.1% |
| 3M | +4.0% | +6.9% | -2.9% | +0.4% |
| 6M | +3.1% | +20.7% | -17.6% | -7.2% |
| YTD | 0.0% | +34.1% | -34.1% | -14.9% |
| 1Y | -1.2% | +22.6% | -23.8% | -12.4% |
| 3Y | +72.5% | +20.8% | +51.6% | +51.4% |
| 5Y | +39.3% | -24.9% | +64.2% | +52.9% |
| All | +161.5% | -2.1% | +163.6% | +141.8% |
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