+81.2%
HBAN vs DOW
-17.0%
+98.2%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -2.1% | +2.8% | +1.8% |
| 7D | -1.0% | -1.4% | +0.4% | -0.3% |
| 30D | -5.6% | -3.9% | -1.7% | -3.9% |
| 3M | -1.1% | -12.7% | +11.5% | +4.7% |
| 6M | +9.9% | -13.7% | +23.6% | +13.1% |
| YTD | -0.9% | +28.4% | -29.3% | -20.7% |
| 1Y | -1.4% | +21.8% | -23.2% | -20.1% |
| 3Y | +78.2% | -35.7% | +113.9% | +108.5% |
| 5Y | +37.0% | -36.8% | +73.8% | +60.1% |
| All | +81.2% | -17.0% | +98.2% | +55.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling