+31.6%
HBAN vs DOCN
+91.6%
-60.0%
-44.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +1.6% | -2.1% | -0.7% |
| 7D | -0.1% | -12.1% | +12.0% | +1.1% |
| 30D | +3.4% | -41.0% | +44.4% | +9.0% |
| 3M | -9.1% | -38.7% | +29.6% | -5.2% |
| 6M | +0.1% | -51.5% | +51.6% | +6.3% |
| YTD | -6.0% | +65.3% | -71.3% | -17.1% |
| 1Y | +4.0% | +53.9% | -49.9% | -7.4% |
| 3Y | +74.5% | +215.6% | -141.1% | +37.2% |
| 5Y | +24.3% | -26.2% | +50.5% | +1.0% |
| All | +31.6% | +91.6% | -60.0% | +9.5% |
Cumulative growth
Daily Returns
Daily percentage return beside DOCN.
Daily Out/Under-Performance
Portfolio return minus DOCN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOCN 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 DOCN 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