+164.2%
HBAN vs IBB
+562.7%
-398.5%
-95.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.4% | +1.0% | +0.8% |
| 7D | +2.3% | -0.5% | +2.8% | +2.6% |
| 30D | +4.8% | +4.6% | +0.2% | +1.8% |
| 3M | -10.1% | +6.8% | -16.9% | -14.4% |
| 6M | +5.0% | +23.1% | -18.1% | -8.7% |
| YTD | -6.1% | +26.0% | -32.2% | -19.9% |
| 1Y | +4.6% | +30.4% | -25.8% | -12.6% |
| 3Y | +74.9% | +85.4% | -10.5% | +16.9% |
| 5Y | +21.4% | +39.7% | -18.3% | -5.2% |
| 10Y | +105.3% | +127.1% | -21.8% | +12.5% |
| All | +164.2% | +562.7% | -398.5% | -40.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling