+21.4%
HBAN vs IWD
+73.3%
-51.9%
-44.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | 0.0% | -0.5% | -0.5% |
| 7D | -0.1% | +1.6% | -1.7% | -2.5% |
| 30D | +3.4% | +3.6% | -0.2% | -1.9% |
| 3M | -9.1% | +2.0% | -11.2% | -11.8% |
| 6M | +0.1% | +13.1% | -12.9% | -16.6% |
| YTD | -6.0% | +26.2% | -32.2% | -33.5% |
| 1Y | +4.0% | +29.6% | -25.5% | -29.3% |
| 3Y | +74.5% | +84.3% | -9.9% | -27.4% |
| All | +21.4% | +73.3% | -51.9% | -43.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling