-29.0%
AAL vs HBAN
+52.0%
-81.0%
-97.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HBAN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -1.6% | -0.1% | -1.0% |
| 7D | -0.3% | +2.1% | -2.4% | -1.2% |
| 30D | -19.0% | -4.5% | -14.5% | -17.3% |
| 3M | -5.1% | +2.6% | -7.6% | -5.9% |
| 6M | +15.5% | +4.7% | +10.7% | +13.4% |
| YTD | -15.8% | -1.5% | -14.2% | -15.0% |
| 1Y | -0.3% | -1.9% | +1.6% | +0.8% |
| 3Y | -7.7% | +75.2% | -82.9% | -27.2% |
| 5Y | -32.5% | +37.2% | -69.7% | -41.2% |
| 10Y | -66.0% | +156.6% | -222.6% | -76.3% |
| All | -29.0% | +52.0% | -81.0% | -50.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling