+124.7%
HBAN vs IP
+26.3%
+98.5%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +0.8% | -1.7% | -1.4% |
| 7D | -2.0% | -5.1% | +3.1% | +0.9% |
| 30D | +2.0% | +8.5% | -6.5% | -2.9% |
| 3M | -10.0% | -13.8% | +3.8% | -3.0% |
| 6M | -5.3% | +5.7% | -11.0% | -10.9% |
| YTD | -8.2% | -9.1% | +0.9% | -8.2% |
| 1Y | +4.2% | -0.8% | +5.0% | -1.7% |
| 3Y | +66.7% | +14.8% | +51.9% | +29.2% |
| 5Y | +21.7% | -11.5% | +33.3% | +12.1% |
| All | +124.7% | +26.3% | +98.5% | +27.0% |
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