+32.3%
HBAN vs DOCN
+88.7%
-56.4%
-44.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +8.0% | -5.1% | +2.0% |
| 7D | -0.6% | -12.8% | +12.2% | +0.8% |
| 30D | +3.9% | -41.9% | +45.8% | +9.8% |
| 3M | -8.4% | -36.9% | +28.5% | -4.8% |
| 6M | +0.6% | -52.2% | +52.9% | +7.0% |
| YTD | -5.5% | +62.7% | -68.3% | -16.5% |
| 1Y | +5.4% | +58.2% | -52.9% | -6.6% |
| 3Y | +76.7% | +219.5% | -142.7% | +38.8% |
| 5Y | +25.1% | -32.9% | +58.0% | +1.7% |
| All | +32.3% | +88.7% | -56.4% | +10.3% |
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