+760.2%
IVV vs HBAN
+157.9%
+602.3%
-55.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HBAN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.6% | -1.0% | -0.5% |
| 7D | +2.6% | +2.3% | +0.3% | +2.1% |
| 30D | -2.0% | +4.8% | -6.8% | -2.9% |
| 3M | -2.8% | -10.1% | +7.3% | -0.7% |
| 6M | +2.2% | +5.0% | -2.9% | +0.9% |
| YTD | +11.5% | -6.1% | +17.7% | +12.4% |
| 1Y | +13.5% | +4.6% | +8.9% | +11.9% |
| 3Y | +78.1% | +74.9% | +3.2% | +56.7% |
| 5Y | +73.1% | +21.4% | +51.7% | +61.7% |
| 10Y | +310.4% | +105.3% | +205.2% | +233.7% |
| All | +760.2% | +157.9% | +602.3% | +446.3% |
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