+19.9%
HBAN vs DOCN
-29.3%
+49.2%
-44.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -4.2% | +4.7% | +1.1% |
| 7D | +2.3% | +19.1% | -16.8% | 0.0% |
| 30D | +4.8% | -21.0% | +25.8% | +7.2% |
| 3M | -10.1% | -34.7% | +24.7% | -6.5% |
| 6M | +5.0% | -45.8% | +50.8% | +10.6% |
| YTD | -6.1% | +79.4% | -85.5% | -19.6% |
| 1Y | +4.6% | +91.0% | -86.4% | -11.5% |
| 3Y | +74.9% | +237.5% | -162.5% | +30.7% |
| All | +19.9% | -29.3% | +49.2% | -3.9% |
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