+153.3%
HBAN vs AXON
+1,813.9%
-1,660.6%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -2.3% | +2.9% | +1.0% |
| 7D | -1.9% | -11.0% | +9.1% | -0.1% |
| 30D | -5.9% | -24.7% | +18.9% | -1.8% |
| 3M | +0.2% | +7.0% | -6.7% | -2.0% |
| 6M | +6.6% | -9.6% | +16.3% | +6.4% |
| YTD | -1.7% | -15.7% | +14.0% | -1.5% |
| 1Y | -1.7% | -35.9% | +34.2% | +2.8% |
| 3Y | +74.9% | +123.0% | -48.1% | +40.5% |
| 5Y | +36.0% | +166.3% | -130.4% | +1.9% |
| All | +153.3% | +1,813.9% | -1,660.6% | +23.0% |
Cumulative growth
Daily Returns
Daily percentage return beside AXON.
Daily Out/Under-Performance
Portfolio return minus AXON return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AXON 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 10y: compounded portfolio wealth divided by compounded AXON 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…
10y analysis · Full analysis span regression · 6 months rolling