+78.7%
HBAN vs DOW
-15.9%
+94.7%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.6% | -0.2% | -0.5% |
| 7D | -1.5% | -6.0% | +4.5% | +1.7% |
| 30D | -5.5% | -2.7% | -2.8% | -4.5% |
| 3M | -0.2% | -10.5% | +10.2% | +4.3% |
| 6M | +5.2% | -12.4% | +17.6% | +7.4% |
| YTD | -2.3% | +30.0% | -32.3% | -22.3% |
| 1Y | -2.2% | +27.8% | -30.0% | -23.1% |
| 3Y | +73.8% | -34.9% | +108.8% | +102.2% |
| 5Y | +35.2% | -35.9% | +71.1% | +56.8% |
| All | +78.7% | -15.9% | +94.7% | +52.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling