+4.0%
HBAN vs IP
-3.2%
+7.3%
-21.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.1% | +0.6% | -0.2% |
| 7D | -0.1% | 0.0% | -0.2% | -0.1% |
| 30D | +3.4% | +9.4% | -6.0% | +1.2% |
| 3M | -9.1% | -14.1% | +4.9% | -6.1% |
| 6M | +0.1% | +9.2% | -9.0% | -2.9% |
| YTD | -6.0% | -7.5% | +1.5% | -5.9% |
| 1Y | +4.0% | -2.8% | +6.8% | +1.6% |
| All | +4.0% | -3.2% | +7.3% | +1.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling