+6,524.1%
AXP vs HBAN
+721.2%
+5,802.9%
-83.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HBAN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.9% | -0.3% | -0.9% |
| 7D | +0.6% | -2.0% | +2.6% | +1.4% |
| 30D | +5.8% | +2.0% | +3.9% | +5.0% |
| 3M | -6.0% | -10.0% | +4.0% | -2.0% |
| 6M | +0.3% | -5.3% | +5.6% | +2.3% |
| YTD | -12.3% | -8.2% | -4.0% | -9.5% |
| 1Y | -11.2% | +4.2% | -15.4% | -12.9% |
| 3Y | +117.0% | +66.7% | +50.4% | +77.0% |
| 5Y | +93.2% | +21.7% | +71.4% | +75.9% |
| 10Y | +461.2% | +131.2% | +330.0% | +299.5% |
| All | +6,524.1% | +721.2% | +5,802.9% | +1,550.2% |
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