+78.2%
HBAN vs JCI
+165.4%
-87.2%
-30.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | JCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +2.2% | -1.5% | -0.2% |
| 7D | -1.0% | +0.7% | -1.7% | -1.3% |
| 30D | -5.6% | -4.4% | -1.2% | -3.7% |
| 3M | -1.1% | +1.7% | -2.8% | -2.5% |
| 6M | +9.9% | +8.8% | +1.1% | +4.1% |
| YTD | -0.9% | +22.6% | -23.6% | -12.2% |
| 1Y | -1.4% | +36.2% | -37.6% | -17.9% |
| 3Y | +78.2% | +168.0% | -89.8% | -3.5% |
| All | +78.2% | +165.4% | -87.2% | -3.5% |
Cumulative growth
Daily Returns
Daily percentage return beside JCI.
Daily Out/Under-Performance
Portfolio return minus JCI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × JCI 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 JCI 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