+35.2%
HBAN vs JD
-60.9%
+96.1%
-44.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | JD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -2.5% | +1.7% | -0.5% |
| 7D | -1.5% | -3.0% | +1.5% | -1.1% |
| 30D | -5.5% | -19.3% | +13.8% | -3.2% |
| 3M | -0.2% | -6.0% | +5.8% | +0.3% |
| 6M | +5.2% | +1.8% | +3.4% | +4.4% |
| YTD | -2.3% | -2.6% | +0.3% | -2.6% |
| 1Y | -2.2% | -17.4% | +15.3% | -0.6% |
| 3Y | +73.8% | -8.6% | +82.4% | +69.8% |
| 5Y | +35.2% | -61.6% | +96.8% | +44.1% |
| All | +35.2% | -60.9% | +96.1% | +44.1% |
Cumulative growth
Daily Returns
Daily percentage return beside JD.
Daily Out/Under-Performance
Portfolio return minus JD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × JD 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 5y: compounded portfolio wealth divided by compounded JD 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…
5y analysis · Full analysis span regression · 6 months rolling