+124.7%
HBAN vs DOC
+15.7%
+109.0%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +0.7% | -1.6% | -1.2% |
| 7D | -2.0% | +6.5% | -8.4% | -4.9% |
| 30D | +2.0% | +9.2% | -7.2% | -2.5% |
| 3M | -10.0% | -2.5% | -7.5% | -9.2% |
| 6M | -5.3% | +7.1% | -12.3% | -8.9% |
| YTD | -8.2% | +33.0% | -41.2% | -22.0% |
| 1Y | +4.2% | +23.3% | -19.1% | -8.1% |
| 3Y | +66.7% | +44.9% | +21.7% | +32.8% |
| 5Y | +21.7% | -21.6% | +43.4% | +30.9% |
| All | +124.7% | +15.7% | +109.0% | +107.0% |
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