+152.5%
JPM vs HBAN
+35.2%
+117.4%
-38.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HBAN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.8% | 0.0% | +0.3% |
| 7D | -0.7% | -1.0% | +0.3% | -0.1% |
| 30D | -2.5% | -5.6% | +3.1% | +0.5% |
| 3M | +14.1% | -1.1% | +15.3% | +14.6% |
| 6M | +25.1% | +9.9% | +15.2% | +18.5% |
| YTD | +12.1% | -0.9% | +13.1% | +11.8% |
| 1Y | +18.8% | -1.4% | +20.2% | +18.4% |
| 3Y | +163.4% | +78.2% | +85.2% | +91.2% |
| All | +152.5% | +35.2% | +117.4% | +100.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling