+36.3%
HBAN vs DRI
+65.5%
-29.2%
-44.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.1% | -0.4% | +0.3% |
| 7D | -1.0% | -3.2% | +2.2% | +0.5% |
| 30D | -5.6% | -7.8% | +2.2% | -2.2% |
| 3M | -1.1% | +0.4% | -1.5% | -1.8% |
| 6M | +9.9% | +4.8% | +5.1% | +6.5% |
| YTD | -0.9% | +16.7% | -17.7% | -9.1% |
| 1Y | -1.4% | +1.5% | -2.9% | -3.7% |
| 3Y | +78.2% | +56.3% | +22.0% | +38.1% |
| All | +36.3% | +65.5% | -29.2% | +0.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling