+28.5%
HBAN vs DOCN
+74.7%
-46.1%
-44.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +2.5% | -3.4% | -1.2% |
| 7D | -2.0% | -19.2% | +17.2% | +0.2% |
| 30D | +2.0% | -43.1% | +45.0% | +7.9% |
| 3M | -10.0% | -40.7% | +30.7% | -5.8% |
| 6M | -5.3% | -55.0% | +49.7% | +1.4% |
| YTD | -8.2% | +50.6% | -58.8% | -18.2% |
| 1Y | +4.2% | +54.0% | -49.8% | -7.5% |
| 3Y | +66.7% | +203.9% | -137.2% | +31.6% |
| 5Y | +21.7% | -29.4% | +51.1% | 0.0% |
| All | +28.5% | +74.7% | -46.1% | +8.1% |
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