+739.8%
HBAN vs EXPD
+30,988.6%
-30,248.8%
-95.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EXPD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +2.7% | +0.2% | +2.0% |
| 7D | -0.6% | -5.5% | +4.9% | +1.2% |
| 30D | +3.9% | -1.9% | +5.8% | +4.5% |
| 3M | -8.4% | +6.1% | -14.5% | -10.2% |
| 6M | +0.6% | +21.6% | -21.0% | -5.8% |
| YTD | -5.5% | +27.9% | -33.4% | -13.5% |
| 1Y | +5.4% | +39.4% | -34.0% | -6.2% |
| 3Y | +76.7% | +72.7% | +4.1% | +45.6% |
| 5Y | +25.1% | +60.3% | -35.2% | +4.6% |
| 10Y | +121.5% | +332.6% | -211.0% | +36.9% |
| All | +739.8% | +30,988.6% | -30,248.8% | +262.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling