-3.1%
HBAN vs DOCS
+33.3%
-36.4%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | DOCS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -4.3% | +1.5% | -2.6% |
| 7D | -2.3% | -1.3% | -0.9% | -2.2% |
| 30D | +1.8% | +19.4% | -17.6% | +1.3% |
| 3M | -10.4% | +53.4% | -63.8% | -11.5% |
| 6M | -3.1% | +28.8% | -31.8% | -4.2% |
| All | -3.1% | +33.3% | -36.4% | -4.2% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling