+74.9%
HBAN vs DRI
+68.2%
+6.7%
-30.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.4% | +0.2% | +0.4% |
| 7D | +2.3% | +1.1% | +1.2% | +1.9% |
| 30D | +4.8% | +9.7% | -4.9% | +1.3% |
| 3M | -10.1% | +3.2% | -13.3% | -11.3% |
| 6M | +5.0% | +20.6% | -15.5% | -3.0% |
| YTD | -6.1% | +28.3% | -34.4% | -16.0% |
| 1Y | +4.6% | +34.5% | -30.0% | -8.4% |
| 3Y | +74.9% | +66.5% | +8.4% | +32.0% |
| All | +74.9% | +68.2% | +6.7% | +32.0% |
Cumulative growth
Daily Returns
Daily percentage return beside DRI.
Daily Out/Under-Performance
Portfolio return minus DRI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DRI 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 3y: compounded portfolio wealth divided by compounded DRI 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…
3y analysis · Full analysis span regression · 6 months rolling