+22.8%
HBAN vs DOC
-22.1%
+44.9%
-44.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -0.2% | -2.6% | -2.7% |
| 7D | -2.3% | +6.2% | -8.5% | -4.9% |
| 30D | +1.8% | +6.5% | -4.6% | -1.2% |
| 3M | -10.4% | -6.2% | -4.2% | -8.0% |
| 6M | -3.1% | +25.6% | -28.7% | -14.1% |
| YTD | -7.4% | +32.1% | -39.5% | -20.7% |
| 1Y | +6.0% | +20.3% | -14.3% | -4.8% |
| 3Y | +66.3% | +42.7% | +23.5% | +32.4% |
| 5Y | +22.8% | -22.2% | +45.0% | +31.4% |
| All | +22.8% | -22.1% | +44.9% | +31.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling