+8,422.4%
JNJ vs HBAN
+774.1%
+7,648.3%
-36.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HBAN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.8% | 0.0% | -0.7% |
| 7D | -3.0% | -1.5% | -1.5% | -2.8% |
| 30D | +2.5% | -5.5% | +8.0% | +3.1% |
| 3M | +13.2% | -0.2% | +13.5% | +13.2% |
| 6M | +11.3% | +5.2% | +6.1% | +10.6% |
| YTD | +31.1% | -2.3% | +33.4% | +31.1% |
| 1Y | +54.3% | -2.2% | +56.5% | +54.1% |
| 3Y | +81.1% | +73.8% | +7.3% | +69.4% |
| 5Y | +82.7% | +35.2% | +47.5% | +73.3% |
| 10Y | +196.5% | +155.4% | +41.1% | +157.6% |
| All | +8,422.4% | +774.1% | +7,648.3% | +5,089.0% |
Cumulative growth
Daily Returns
Daily percentage return beside HBAN.
Daily Out/Under-Performance
Portfolio return minus HBAN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HBAN 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 all: compounded portfolio wealth divided by compounded HBAN 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…
all analysis · Full analysis span regression · 6 months rolling