+20.7%
HBAN vs DOCS
-56.1%
+76.8%
-44.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOCS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.1% | -0.9% | -0.9% |
| 7D | +0.8% | +0.1% | +0.7% | +0.8% |
| 30D | +3.2% | +8.7% | -5.5% | +2.3% |
| 3M | -11.1% | +32.9% | -43.9% | -13.8% |
| 6M | +1.2% | +25.5% | -24.3% | -2.4% |
| YTD | -6.7% | -25.0% | +18.3% | -5.1% |
| 1Y | +2.4% | -34.9% | +37.3% | +5.7% |
| 3Y | +73.3% | +39.3% | +33.9% | +58.9% |
| 5Y | +20.7% | -54.8% | +75.6% | +15.6% |
| All | +20.7% | -56.1% | +76.8% | +15.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling