+3.1%
HBAN vs IRE
-98.1%
+101.2%
-21.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -14.4% | +14.9% | +0.7% |
| 7D | +2.3% | -31.8% | +34.1% | +2.5% |
| 30D | +4.8% | -71.8% | +76.5% | +5.5% |
| 3M | -10.1% | -88.9% | +78.8% | -8.9% |
| 6M | +5.0% | -95.4% | +100.4% | +6.2% |
| YTD | -6.1% | -94.2% | +88.1% | -6.4% |
| 1Y | +4.6% | -97.1% | +101.7% | +4.3% |
| All | +3.1% | -98.1% | +101.2% | +2.8% |
Cumulative growth
Daily Returns
Daily percentage return beside IRE.
Daily Out/Under-Performance
Portfolio return minus IRE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IRE 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 IRE 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