+75.2%
HBAN vs IWD
+71.7%
+3.5%
-30.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.8% | -0.8% | -0.3% |
| 7D | +2.1% | -0.2% | +2.2% | +2.3% |
| 30D | -4.5% | -0.8% | -3.7% | -3.4% |
| 3M | +2.6% | +8.0% | -5.5% | -9.3% |
| 6M | +4.7% | +18.2% | -13.4% | -19.9% |
| YTD | -1.5% | +22.3% | -23.9% | -28.8% |
| 1Y | -1.9% | +28.9% | -30.8% | -34.8% |
| 3Y | +75.2% | +71.5% | +3.7% | -29.2% |
| All | +75.2% | +71.7% | +3.5% | -29.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling