+155.3%
HBAN vs JBL
+1,558.3%
-1,403.0%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | JBL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +5.0% | -4.3% | -1.4% |
| 7D | -1.0% | +2.4% | -3.4% | -2.1% |
| 30D | -5.6% | -13.1% | +7.5% | -0.2% |
| 3M | -1.1% | -15.6% | +14.4% | +4.6% |
| 6M | +9.9% | +24.6% | -14.7% | -3.6% |
| YTD | -0.9% | +39.6% | -40.6% | -18.2% |
| 1Y | -1.4% | +48.6% | -50.0% | -22.0% |
| 3Y | +78.2% | +197.3% | -119.0% | -6.5% |
| 5Y | +37.0% | +413.0% | -376.0% | -48.1% |
| All | +155.3% | +1,558.3% | -1,403.0% | -40.2% |
Cumulative growth
Daily Returns
Daily percentage return beside JBL.
Daily Out/Under-Performance
Portfolio return minus JBL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × JBL 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 JBL 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