+938.6%
IGV vs HBAN
+152.5%
+786.1%
-62.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HBAN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.6% | -1.2% | -0.7% |
| 7D | -5.4% | -1.9% | -3.4% | -5.0% |
| 30D | -2.6% | -5.9% | +3.2% | -1.6% |
| 3M | +10.5% | +0.2% | +10.3% | +10.3% |
| 6M | +18.2% | +6.6% | +11.5% | +16.4% |
| YTD | -4.2% | -1.7% | -2.5% | -4.4% |
| 1Y | -9.8% | -1.7% | -8.1% | -10.1% |
| 3Y | +39.1% | +74.9% | -35.8% | +24.1% |
| 5Y | +21.2% | +36.0% | -14.8% | +11.9% |
| 10Y | +361.5% | +156.9% | +204.6% | +265.1% |
| All | +938.6% | +152.5% | +786.1% | +570.3% |
Cumulative growth
Daily Returns
Daily percentage return beside HBAN.
Daily Out/Under-Performance
Portfolio return minus HBAN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HBAN 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 HBAN 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