+155.3%
HBAN vs IBN
+324.2%
-168.9%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.9% | -1.1% | -0.1% |
| 7D | -1.0% | -3.0% | +2.0% | +0.3% |
| 30D | -5.6% | -1.5% | -4.1% | -5.0% |
| 3M | -1.1% | +7.9% | -9.1% | -4.6% |
| 6M | +9.9% | +8.6% | +1.2% | +5.6% |
| YTD | -0.9% | -0.6% | -0.4% | -1.2% |
| 1Y | -1.4% | -7.3% | +5.9% | +1.2% |
| 3Y | +78.2% | +26.2% | +52.0% | +56.6% |
| 5Y | +37.0% | +57.8% | -20.8% | +8.2% |
| All | +155.3% | +324.2% | -168.9% | +37.2% |
Cumulative growth
Daily Returns
Daily percentage return beside IBN.
Daily Out/Under-Performance
Portfolio return minus IBN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBN 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 IBN 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