+21.2%
IWM vs HBAN
-1.2%
+22.4%
-11.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HBAN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.8% | -0.4% | +0.1% |
| 7D | -2.4% | -1.0% | -1.4% | -2.0% |
| 30D | -4.6% | -5.6% | +1.0% | -2.5% |
| 3M | -0.3% | -1.1% | +0.9% | -0.2% |
| 6M | +14.7% | +9.9% | +4.8% | +9.8% |
| YTD | +17.8% | -0.9% | +18.8% | +15.5% |
| 1Y | +21.2% | -1.4% | +22.6% | +14.9% |
| All | +21.2% | -1.2% | +22.4% | +14.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling