+37.2%
HBAN vs EXPD
+60.9%
-23.7%
-44.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EXPD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -1.5% | -0.1% | -0.9% |
| 7D | +2.1% | -0.9% | +3.0% | +2.5% |
| 30D | -4.5% | +4.1% | -8.6% | -6.2% |
| 3M | +2.6% | +13.8% | -11.2% | -3.1% |
| 6M | +4.7% | +27.3% | -22.5% | -6.2% |
| YTD | -1.5% | +25.4% | -27.0% | -11.8% |
| 1Y | -1.9% | +54.4% | -56.3% | -20.6% |
| 3Y | +75.2% | +67.9% | +7.3% | +34.3% |
| 5Y | +37.2% | +59.2% | -22.0% | +3.3% |
| All | +37.2% | +60.9% | -23.7% | +3.3% |
Cumulative growth
Daily Returns
Daily percentage return beside EXPD.
Daily Out/Under-Performance
Portfolio return minus EXPD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXPD 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 EXPD 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