+41.0%
HBAN vs DOCS
-20.2%
+61.2%
-44.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +1.1% | +1.8% | +2.8% |
| 7D | -0.6% | 0.0% | -0.6% | -0.6% |
| 30D | +3.9% | +7.8% | -3.9% | +3.2% |
| 3M | -8.4% | +20.0% | -28.4% | -10.2% |
| 6M | +0.6% | +26.5% | -25.9% | -2.7% |
| YTD | -5.5% | -25.8% | +20.2% | -4.1% |
| 1Y | +5.4% | -39.5% | +44.8% | +9.1% |
| 3Y | +76.7% | +60.3% | +16.4% | +61.9% |
| 5Y | +25.1% | -57.0% | +82.2% | +22.4% |
| All | +41.0% | -20.2% | +61.2% | +35.6% |
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