+173.9%
HBAN vs JEPI
+93.8%
+80.1%
-44.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | JEPI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.7% | +0.1% | -0.3% |
| 7D | -1.0% | -1.0% | 0.0% | +0.6% |
| 30D | -5.6% | -1.4% | -4.2% | -3.4% |
| 3M | -1.1% | +3.5% | -4.7% | -6.5% |
| 6M | +9.9% | +1.9% | +7.9% | +6.7% |
| YTD | -0.9% | +4.4% | -5.4% | -7.5% |
| 1Y | -1.4% | +7.2% | -8.6% | -11.5% |
| 3Y | +78.2% | +29.8% | +48.4% | +20.5% |
| 5Y | +37.0% | +41.7% | -4.7% | -18.5% |
| All | +173.9% | +93.8% | +80.1% | -18.0% |
Cumulative growth
Daily Returns
Daily percentage return beside JEPI.
Daily Out/Under-Performance
Portfolio return minus JEPI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × JEPI 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 JEPI 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