+11,026.4%
JPM vs HBAN
+779.3%
+10,247.1%
-74.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HBAN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.6% | -0.9% | -0.6% |
| 7D | -2.3% | -1.9% | -0.4% | -1.5% |
| 30D | -2.3% | -5.9% | +3.5% | +0.3% |
| 3M | +14.9% | +0.2% | +14.6% | +14.5% |
| 6M | +23.6% | +6.6% | +17.0% | +19.8% |
| YTD | +11.3% | -1.7% | +13.0% | +11.6% |
| 1Y | +19.9% | -1.7% | +21.6% | +19.9% |
| 3Y | +162.6% | +74.9% | +87.7% | +100.1% |
| 5Y | +154.6% | +36.0% | +118.7% | +112.4% |
| 10Y | +589.9% | +156.9% | +433.0% | +330.2% |
| All | +11,026.4% | +779.3% | +10,247.1% | +2,614.8% |
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