+21.1%
HBAN vs DOCN
-32.3%
+53.4%
-44.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +2.5% | -3.4% | -1.2% |
| 7D | -2.0% | -19.2% | +17.2% | +0.4% |
| 30D | +2.0% | -43.1% | +45.0% | +8.5% |
| 3M | -10.0% | -40.7% | +30.7% | -5.4% |
| 6M | -5.3% | -55.0% | +49.7% | +2.1% |
| YTD | -8.2% | +50.6% | -58.8% | -19.5% |
| 1Y | +4.2% | +54.0% | -49.8% | -9.1% |
| 3Y | +66.7% | +203.9% | -137.2% | +26.5% |
| All | +21.1% | -32.3% | +53.4% | -0.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling