+166.4%
IWM vs HBAN
+163.4%
+2.9%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HBAN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.8% | -0.4% | 0.0% |
| 7D | -2.4% | -1.0% | -1.4% | -1.9% |
| 30D | -4.6% | -5.6% | +1.0% | -2.0% |
| 3M | -0.3% | -1.1% | +0.9% | 0.0% |
| 6M | +14.7% | +9.9% | +4.8% | +9.2% |
| YTD | +17.8% | -0.9% | +18.8% | +17.2% |
| 1Y | +21.2% | -1.4% | +22.6% | +20.5% |
| 3Y | +62.3% | +78.2% | -15.9% | +20.8% |
| 5Y | +38.7% | +37.0% | +1.7% | +13.0% |
| All | +166.4% | +163.4% | +2.9% | +56.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling