+73.4%
HBAN vs IP
+21.5%
+51.9%
-30.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +2.2% | -2.4% | -0.9% |
| 7D | +0.7% | -5.3% | +5.9% | +2.3% |
| 30D | -3.2% | -10.9% | +7.6% | +0.2% |
| 3M | +4.0% | +11.2% | -7.2% | -0.4% |
| 6M | +3.1% | -10.2% | +13.4% | +5.7% |
| YTD | 0.0% | -2.0% | +2.0% | -1.2% |
| 1Y | -1.2% | -19.1% | +17.9% | +4.1% |
| All | +73.4% | +21.5% | +51.9% | +55.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling