-0.3%
AXP vs HUM
+31.0%
-31.3%
-23.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HUM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -1.2% | +0.1% | -1.0% |
| 7D | -2.1% | +4.2% | -6.3% | -2.5% |
| 30D | -6.5% | +10.4% | -16.9% | -7.4% |
| 3M | +4.6% | +15.1% | -10.4% | +3.1% |
| 6M | +5.4% | +120.9% | -115.5% | -2.9% |
| YTD | -11.1% | +57.9% | -69.1% | -16.0% |
| 1Y | -0.3% | +30.6% | -30.9% | -5.6% |
| All | -0.3% | +31.0% | -31.3% | -5.6% |
Cumulative growth
Daily Returns
Daily percentage return beside HUM.
Daily Out/Under-Performance
Portfolio return minus HUM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HUM 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 1y: compounded portfolio wealth divided by compounded HUM 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…
1y analysis · Full analysis span regression · 6 months rolling