+6,610.0%
AXP vs HBAN
+795.1%
+5,814.9%
-83.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HBAN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.2% | -0.9% | -1.0% |
| 7D | -2.1% | +0.7% | -2.8% | -2.4% |
| 30D | -6.5% | -3.2% | -3.3% | -5.3% |
| 3M | +4.6% | +4.0% | +0.7% | +3.0% |
| 6M | +5.4% | +3.1% | +2.3% | +3.9% |
| YTD | -11.1% | 0.0% | -11.2% | -11.4% |
| 1Y | -0.3% | -1.2% | +0.9% | -0.2% |
| 3Y | +111.6% | +72.5% | +39.1% | +69.9% |
| 5Y | +117.6% | +39.3% | +78.3% | +87.9% |
| 10Y | +474.1% | +157.3% | +316.8% | +291.6% |
| All | +6,610.0% | +795.1% | +5,814.9% | +1,515.2% |
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