+89.6%
AXP vs HBAN
+21.3%
+68.3%
-31.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HBAN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.9% | -0.3% | -0.7% |
| 7D | +0.6% | -2.0% | +2.6% | +1.9% |
| 30D | +5.8% | +2.0% | +3.9% | +4.6% |
| 3M | -6.0% | -10.0% | +4.0% | +0.1% |
| 6M | +0.3% | -5.3% | +5.6% | +3.3% |
| YTD | -12.3% | -8.2% | -4.0% | -8.3% |
| 1Y | -11.2% | +4.2% | -15.4% | -14.3% |
| 3Y | +117.0% | +66.7% | +50.4% | +58.4% |
| All | +89.6% | +21.3% | +68.3% | +60.4% |
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