+6.0%
HBAN vs IWD
+29.3%
-23.3%
-21.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -2.6% | -0.2% | +0.5% |
| 7D | -2.3% | -0.9% | -1.3% | -1.1% |
| 30D | +1.8% | +2.6% | -0.8% | -1.7% |
| 3M | -10.4% | +1.2% | -11.7% | -12.0% |
| 6M | -3.1% | +12.1% | -15.2% | -16.8% |
| YTD | -7.4% | +24.1% | -31.5% | -30.7% |
| 1Y | +6.0% | +28.5% | -22.5% | -24.1% |
| All | +6.0% | +29.3% | -23.3% | -24.1% |
Cumulative growth
Daily Returns
Daily percentage return beside IWD.
Daily Out/Under-Performance
Portfolio return minus IWD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IWD 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 IWD 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