+40.3%
HBAN vs DOCS
-21.3%
+61.6%
-44.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.4% | +0.9% | -0.4% |
| 7D | -0.1% | -0.6% | +0.4% | -0.1% |
| 30D | +3.4% | +6.3% | -2.9% | +2.8% |
| 3M | -9.1% | +26.5% | -35.6% | -11.3% |
| 6M | +0.1% | +24.8% | -24.7% | -3.1% |
| YTD | -6.0% | -26.8% | +20.8% | -4.5% |
| 1Y | +4.0% | -38.3% | +42.3% | +7.5% |
| 3Y | +74.5% | +36.0% | +38.4% | +62.5% |
| 5Y | +24.3% | -55.0% | +79.3% | +21.5% |
| All | +40.3% | -21.3% | +61.6% | +35.1% |
Cumulative growth
Daily Returns
Daily percentage return beside DOCS.
Daily Out/Under-Performance
Portfolio return minus DOCS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOCS 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 DOCS 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