+121.5%
HBAN vs IP
+31.6%
+89.9%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +2.9% | 0.0% | +1.3% |
| 7D | -0.6% | -3.0% | +2.5% | +1.1% |
| 30D | +3.9% | +10.6% | -6.7% | -2.1% |
| 3M | -8.4% | -13.6% | +5.2% | -1.3% |
| 6M | +0.6% | +10.4% | -9.8% | -7.7% |
| YTD | -5.5% | -6.5% | +0.9% | -7.0% |
| 1Y | +5.4% | -2.1% | +7.5% | +0.5% |
| 3Y | +76.7% | +22.0% | +54.7% | +31.8% |
| 5Y | +25.1% | -9.7% | +34.8% | +14.1% |
| 10Y | +121.5% | +26.8% | +94.7% | +40.8% |
| All | +121.5% | +31.6% | +89.9% | +40.8% |
Cumulative growth
Daily Returns
Daily percentage return beside IP.
Daily Out/Under-Performance
Portfolio return minus IP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IP 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 IP 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