+35.2%
HBAN vs IWD
+72.9%
-37.7%
-44.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.6% | -0.2% | +0.1% |
| 7D | -1.5% | -1.2% | -0.3% | +0.3% |
| 30D | -5.5% | -1.6% | -3.9% | -3.2% |
| 3M | -0.2% | +7.0% | -7.2% | -9.9% |
| 6M | +5.2% | +17.0% | -11.8% | -16.9% |
| YTD | -2.3% | +21.6% | -23.9% | -27.1% |
| 1Y | -2.2% | +28.0% | -30.2% | -32.3% |
| 3Y | +73.8% | +70.6% | +3.3% | -19.1% |
| 5Y | +35.2% | +73.3% | -38.1% | -37.3% |
| All | +35.2% | +72.9% | -37.7% | -37.3% |
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