+36.0%
HBAN vs IAU
+138.0%
-102.0%
-44.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IAU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -1.7% | +2.3% | +0.6% |
| 7D | -1.9% | -3.4% | +1.4% | -2.0% |
| 30D | -5.9% | -1.1% | -4.7% | -5.9% |
| 3M | +0.2% | +5.8% | -5.6% | +0.4% |
| 6M | +6.6% | -16.9% | +23.6% | +5.5% |
| YTD | -1.7% | +0.1% | -1.8% | -1.2% |
| 1Y | -1.7% | +18.4% | -20.1% | +0.8% |
| 3Y | +74.9% | +123.6% | -48.7% | +91.3% |
| 5Y | +36.0% | +138.7% | -102.8% | +42.5% |
| All | +36.0% | +138.0% | -102.0% | +42.5% |
Cumulative growth
Daily Returns
Daily percentage return beside IAU.
Daily Out/Under-Performance
Portfolio return minus IAU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IAU 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 IAU 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