+36.0%
HBAN vs EXPE
+90.4%
-54.4%
-44.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EXPE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +1.6% | -1.0% | +0.2% |
| 7D | -1.9% | -8.7% | +6.7% | +0.4% |
| 30D | -5.9% | -13.6% | +7.8% | -2.3% |
| 3M | +0.2% | +26.6% | -26.4% | -6.8% |
| 6M | +6.6% | +19.9% | -13.3% | 0.0% |
| YTD | -1.7% | -1.7% | 0.0% | -3.7% |
| 1Y | -1.7% | +29.4% | -31.2% | -12.2% |
| 3Y | +74.9% | +155.7% | -80.8% | +22.4% |
| 5Y | +36.0% | +93.1% | -57.1% | -2.2% |
| All | +36.0% | +90.4% | -54.4% | -2.2% |
Cumulative growth
Daily Returns
Daily percentage return beside EXPE.
Daily Out/Under-Performance
Portfolio return minus EXPE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXPE 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 EXPE 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