+75.2%
HBAN vs ALK
+1.7%
+73.5%
-30.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ALK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -3.1% | +1.5% | -0.6% |
| 7D | +2.1% | +0.1% | +1.9% | +2.0% |
| 30D | -4.5% | -18.5% | +14.0% | +1.5% |
| 3M | +2.6% | -3.6% | +6.1% | +2.4% |
| 6M | +4.7% | -3.7% | +8.4% | +3.4% |
| YTD | -1.5% | -19.0% | +17.5% | +2.4% |
| 1Y | -1.9% | -36.0% | +34.1% | +10.2% |
| 3Y | +75.2% | +2.3% | +72.9% | +53.7% |
| All | +75.2% | +1.7% | +73.5% | +53.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling