+9.2%
HBAN vs DOW
+50.2%
-41.0%
-21.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -3.2% | +4.5% | +1.2% |
| 7D | +2.3% | -4.2% | +6.5% | +2.3% |
| 30D | +5.0% | +14.7% | -9.7% | +5.0% |
| 3M | -7.6% | +9.1% | -16.7% | -7.7% |
| 6M | +1.3% | -17.7% | +18.9% | +2.7% |
| YTD | -4.7% | +44.6% | -49.3% | -16.9% |
| 1Y | +9.2% | +51.9% | -42.7% | -6.1% |
| All | +9.2% | +50.2% | -41.0% | -6.1% |
Cumulative growth
Daily Returns
Daily percentage return beside DOW.
Daily Out/Under-Performance
Portfolio return minus DOW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOW 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 1y: compounded portfolio wealth divided by compounded DOW 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…
1y analysis · Full analysis span regression · 6 months rolling