+35.3%
HBAN vs IAG
+813.2%
-777.9%
-44.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IAG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -2.2% | +2.8% | +0.7% |
| 7D | -1.9% | -4.1% | +2.1% | -1.8% |
| 30D | -5.9% | +10.6% | -16.5% | -6.3% |
| 3M | +0.2% | +35.4% | -35.1% | -1.3% |
| 6M | +6.6% | -9.5% | +16.2% | +6.5% |
| YTD | -1.7% | +21.8% | -23.5% | -3.3% |
| 1Y | -1.7% | +84.1% | -85.9% | -5.1% |
| 3Y | +74.9% | +817.4% | -742.5% | +54.4% |
| All | +35.3% | +813.2% | -777.9% | +10.0% |
Cumulative growth
Daily Returns
Daily percentage return beside IAG.
Daily Out/Under-Performance
Portfolio return minus IAG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IAG 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 IAG 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