+82.3%
IVV vs HBAN
+36.5%
+45.8%
-24.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HBAN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.8% | +0.4% | -0.2% |
| 7D | -0.4% | -1.5% | +1.1% | +0.1% |
| 30D | -1.4% | -5.5% | +4.1% | +0.4% |
| 3M | +3.7% | -0.2% | +3.9% | +3.6% |
| 6M | +13.0% | +5.2% | +7.9% | +10.8% |
| YTD | +12.4% | -2.3% | +14.7% | +12.3% |
| 1Y | +18.6% | -2.2% | +20.8% | +18.1% |
| 3Y | +78.1% | +73.8% | +4.2% | +44.0% |
| 5Y | +82.3% | +35.2% | +47.0% | +55.0% |
| All | +82.3% | +36.5% | +45.8% | +55.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling