+133.1%
HBAN vs IWD
+728.9%
-595.8%
-95.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.4% | -0.5% | -0.3% |
| 7D | -2.0% | -0.5% | -1.5% | -1.3% |
| 30D | +2.0% | +2.7% | -0.7% | -2.2% |
| 3M | -10.0% | +0.9% | -10.9% | -11.3% |
| 6M | -5.3% | +10.5% | -15.8% | -19.1% |
| YTD | -8.2% | +23.7% | -31.9% | -34.2% |
| 1Y | +4.2% | +28.7% | -24.5% | -29.7% |
| 3Y | +66.7% | +79.7% | -13.0% | -31.8% |
| 5Y | +21.7% | +69.7% | -47.9% | -44.8% |
| 10Y | +131.2% | +211.4% | -80.2% | -57.5% |
| All | +133.1% | +728.9% | -595.8% | -85.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling