-32.2%
AAL vs HBAN
+35.4%
-67.6%
-59.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HBAN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.6% | -1.3% | -1.1% |
| 7D | -0.9% | -1.9% | +1.0% | +0.5% |
| 30D | -16.0% | -5.9% | -10.1% | -12.2% |
| 3M | -4.2% | +0.2% | -4.5% | -4.2% |
| 6M | +15.7% | +6.6% | +9.0% | +10.4% |
| YTD | -16.2% | -1.7% | -14.5% | -15.3% |
| 1Y | +0.2% | -1.7% | +1.9% | +1.0% |
| 3Y | -8.1% | +74.9% | -83.0% | -38.0% |
| 5Y | -32.2% | +36.0% | -68.1% | -47.2% |
| All | -32.2% | +35.4% | -67.6% | -47.2% |
Cumulative growth
Daily Returns
Daily percentage return beside HBAN.
Daily Out/Under-Performance
Portfolio return minus HBAN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HBAN 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 HBAN 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