+153.3%
HBAN vs IBB
+125.2%
+28.1%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -1.4% | +2.0% | +1.4% |
| 7D | -1.9% | -5.2% | +3.3% | +1.0% |
| 30D | -5.9% | +1.5% | -7.3% | -7.0% |
| 3M | +0.2% | +22.1% | -21.9% | -11.0% |
| 6M | +6.6% | +17.7% | -11.1% | -3.5% |
| YTD | -1.7% | +20.2% | -21.9% | -12.4% |
| 1Y | -1.7% | +44.4% | -46.2% | -21.3% |
| 3Y | +74.9% | +61.1% | +13.8% | +30.9% |
| 5Y | +36.0% | +18.5% | +17.4% | +17.9% |
| All | +153.3% | +125.2% | +28.1% | +46.5% |
Cumulative growth
Daily Returns
Daily percentage return beside IBB.
Daily Out/Under-Performance
Portfolio return minus IBB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBB 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 10y: compounded portfolio wealth divided by compounded IBB 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…
10y analysis · Full analysis span regression · 6 months rolling