+35.2%
HBAN vs AXON
+167.8%
-132.5%
-44.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -3.1% | +2.3% | -0.4% |
| 7D | -1.5% | -3.3% | +1.9% | -1.1% |
| 30D | -5.5% | -17.8% | +12.3% | -3.2% |
| 3M | -0.2% | +8.3% | -8.5% | -2.3% |
| 6M | +5.2% | -12.4% | +17.5% | +5.6% |
| YTD | -2.3% | -13.7% | +11.4% | -2.2% |
| 1Y | -2.2% | -33.1% | +30.9% | +1.6% |
| 3Y | +73.8% | +128.2% | -54.4% | +38.5% |
| 5Y | +35.2% | +170.5% | -135.3% | -4.4% |
| All | +35.2% | +167.8% | -132.5% | -4.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling