+40.1%
HBAN vs DOCN
+171.0%
-130.9%
-44.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +2.8% | -3.0% | -0.5% |
| 7D | +0.7% | +1.1% | -0.5% | +0.5% |
| 30D | -3.2% | -9.6% | +6.4% | -2.4% |
| 3M | +4.0% | -37.7% | +41.6% | +8.8% |
| 6M | +3.1% | +115.2% | -112.1% | -9.8% |
| YTD | 0.0% | +133.7% | -133.7% | -14.2% |
| 1Y | -1.2% | +250.2% | -251.3% | -20.6% |
| 3Y | +72.5% | +320.3% | -247.8% | +32.2% |
| 5Y | +39.3% | +53.1% | -13.8% | +10.4% |
| All | +40.1% | +171.0% | -130.9% | +13.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling