+0.3%
AXP vs HUM
+80.6%
-80.3%
-16.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | HUM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +5.3% | -6.6% | -1.5% |
| 7D | +0.6% | +4.6% | -4.1% | +0.3% |
| 30D | +5.8% | +9.6% | -3.8% | +5.1% |
| 3M | -6.0% | +18.4% | -24.4% | -6.9% |
| 6M | +0.3% | +76.9% | -76.6% | -2.5% |
| All | +0.3% | +80.6% | -80.3% | -2.5% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling