+154.1%
HBAN vs IWD
+726.5%
-572.4%
-95.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.7% | +0.5% | +0.9% |
| 7D | +0.7% | -0.3% | +0.9% | +1.1% |
| 30D | -3.2% | +0.6% | -3.8% | -4.2% |
| 3M | +4.0% | +7.2% | -3.3% | -6.9% |
| 6M | +3.1% | +16.2% | -13.1% | -18.5% |
| YTD | 0.0% | +23.3% | -23.3% | -27.9% |
| 1Y | -1.2% | +29.6% | -30.8% | -34.0% |
| 3Y | +72.5% | +70.5% | +2.0% | -23.2% |
| 5Y | +39.3% | +73.5% | -34.2% | -38.9% |
| 10Y | +157.3% | +198.3% | -41.0% | -49.4% |
| All | +154.1% | +726.5% | -572.4% | -83.7% |
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