+78.2%
HBAN vs IVZ
+134.7%
-56.5%
-30.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IVZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.1% | -0.3% | +0.2% |
| 7D | -1.0% | -2.4% | +1.4% | +0.2% |
| 30D | -5.6% | +3.0% | -8.6% | -7.1% |
| 3M | -1.1% | +14.9% | -16.0% | -8.4% |
| 6M | +9.9% | +36.7% | -26.9% | -7.5% |
| YTD | -0.9% | +25.7% | -26.6% | -13.4% |
| 1Y | -1.4% | +47.7% | -49.1% | -21.4% |
| 3Y | +78.2% | +138.8% | -60.6% | +0.8% |
| All | +78.2% | +134.7% | -56.5% | +0.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling