+78.2%
HBAN vs JBL
+195.4%
-117.2%
-30.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | JBL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +5.0% | -4.3% | -0.4% |
| 7D | -1.0% | +2.4% | -3.4% | -1.6% |
| 30D | -5.6% | -13.1% | +7.5% | -2.5% |
| 3M | -1.1% | -15.6% | +14.4% | +2.3% |
| 6M | +9.9% | +24.6% | -14.7% | +1.7% |
| YTD | -0.9% | +39.6% | -40.6% | -11.3% |
| 1Y | -1.4% | +48.6% | -50.0% | -13.9% |
| 3Y | +78.2% | +197.3% | -119.0% | +28.5% |
| All | +78.2% | +195.4% | -117.2% | +28.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling