-1.4%
HBAN vs IEF
-2.7%
+1.3%
-21.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IEF | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.2% | +1.0% | +0.9% |
| 7D | -1.0% | -1.3% | +0.3% | -0.1% |
| 30D | -5.6% | -1.7% | -3.9% | -4.5% |
| 3M | -1.1% | -2.5% | +1.4% | +0.5% |
| 6M | +9.9% | -3.3% | +13.1% | +11.0% |
| YTD | -0.9% | -2.8% | +1.9% | -0.5% |
| 1Y | -1.4% | -2.7% | +1.3% | +1.0% |
| All | -1.4% | -2.7% | +1.3% | +1.0% |
Cumulative growth
Daily Returns
Daily percentage return beside IEF.
Daily Out/Under-Performance
Portfolio return minus IEF return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IEF 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 1y: compounded portfolio wealth divided by compounded IEF 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…
1y analysis · Full analysis span regression · 6 months rolling