+6,524.1%
AXP vs HUM
+6,029.3%
+494.8%
-83.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HUM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +5.3% | -6.6% | -2.5% |
| 7D | +0.6% | +4.6% | -4.1% | -0.5% |
| 30D | +5.8% | +9.6% | -3.8% | +3.3% |
| 3M | -6.0% | +18.4% | -24.4% | -10.0% |
| 6M | +0.3% | +76.9% | -76.6% | -13.1% |
| YTD | -12.3% | +71.0% | -83.2% | -24.4% |
| 1Y | -11.2% | +75.0% | -86.2% | -24.0% |
| 3Y | +117.0% | -7.7% | +124.7% | +107.1% |
| 5Y | +93.2% | +0.6% | +92.6% | +77.2% |
| 10Y | +461.2% | +182.1% | +279.1% | +301.1% |
| All | +6,524.1% | +6,029.3% | +494.8% | +1,886.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling