+35.2%
HBAN vs IBB
+20.0%
+15.3%
-44.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.9% | +0.1% | -0.3% |
| 7D | -1.5% | -3.9% | +2.4% | +0.7% |
| 30D | -5.5% | +2.7% | -8.2% | -7.3% |
| 3M | -0.2% | +21.4% | -21.6% | -11.3% |
| 6M | +5.2% | +20.1% | -14.9% | -6.2% |
| YTD | -2.3% | +21.9% | -24.2% | -13.9% |
| 1Y | -2.2% | +44.1% | -46.3% | -22.3% |
| 3Y | +73.8% | +63.4% | +10.5% | +26.9% |
| 5Y | +35.2% | +19.8% | +15.5% | +1.6% |
| All | +35.2% | +20.0% | +15.3% | +1.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling