+153.3%
HBAN vs ALK
-37.3%
+190.6%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ALK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.6% | +1.2% | +0.9% |
| 7D | -1.9% | -3.1% | +1.2% | -0.6% |
| 30D | -5.9% | -17.1% | +11.3% | +1.9% |
| 3M | +0.2% | -3.8% | +4.0% | +0.4% |
| 6M | +6.6% | -5.3% | +11.9% | +5.3% |
| YTD | -1.7% | -20.3% | +18.5% | +3.8% |
| 1Y | -1.7% | -36.0% | +34.3% | +13.8% |
| 3Y | +74.9% | +0.8% | +74.1% | +51.6% |
| 5Y | +36.0% | -28.5% | +64.4% | +35.5% |
| All | +153.3% | -37.3% | +190.6% | +126.1% |
Cumulative growth
Daily Returns
Daily percentage return beside ALK.
Daily Out/Under-Performance
Portfolio return minus ALK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALK 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 10y: compounded portfolio wealth divided by compounded ALK 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…
10y analysis · Full analysis span regression · 6 months rolling