+747.2%
HBAN vs DOC
+2,934.4%
-2,187.2%
-95.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +3.1% | -1.9% | -0.6% |
| 7D | +2.3% | +8.7% | -6.4% | -2.8% |
| 30D | +5.0% | +7.6% | -2.6% | +0.2% |
| 3M | -7.6% | -5.3% | -2.4% | -5.1% |
| 6M | +1.3% | +27.6% | -26.3% | -14.5% |
| YTD | -4.7% | +32.4% | -37.1% | -22.0% |
| 1Y | +9.2% | +22.9% | -13.6% | -6.7% |
| 3Y | +71.1% | +43.1% | +28.0% | +29.9% |
| 5Y | +27.2% | -21.4% | +48.6% | +37.3% |
| 10Y | +140.0% | +16.8% | +123.1% | +82.0% |
| All | +747.2% | +2,934.4% | -2,187.2% | +149.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling