+155.3%
HBAN vs IVZ
+65.9%
+89.4%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IVZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.1% | -0.3% | +0.2% |
| 7D | -1.0% | -2.4% | +1.4% | +0.4% |
| 30D | -5.6% | +3.0% | -8.6% | -7.3% |
| 3M | -1.1% | +14.9% | -16.0% | -9.6% |
| 6M | +9.9% | +36.7% | -26.9% | -9.7% |
| YTD | -0.9% | +25.7% | -26.6% | -15.1% |
| 1Y | -1.4% | +47.7% | -49.1% | -23.5% |
| 3Y | +78.2% | +138.8% | -60.6% | 0.0% |
| 5Y | +37.0% | +62.1% | -25.1% | -7.3% |
| All | +155.3% | +65.9% | +89.4% | +46.5% |
Cumulative growth
Daily Returns
Daily percentage return beside IVZ.
Daily Out/Under-Performance
Portfolio return minus IVZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IVZ 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 IVZ 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