+37.2%
HBAN vs DAL
+102.5%
-65.3%
-44.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -1.5% | -0.1% | -1.0% |
| 7D | +2.1% | +3.4% | -1.3% | +0.7% |
| 30D | -4.5% | -13.6% | +9.1% | +1.3% |
| 3M | +2.6% | +1.2% | +1.3% | +1.5% |
| 6M | +4.7% | +34.5% | -29.8% | -8.7% |
| YTD | -1.5% | +14.7% | -16.2% | -8.5% |
| 1Y | -1.9% | +29.2% | -31.2% | -13.9% |
| 3Y | +75.2% | +100.0% | -24.8% | +20.0% |
| 5Y | +37.2% | +106.3% | -69.1% | -11.8% |
| All | +37.2% | +102.5% | -65.3% | -11.8% |
Cumulative growth
Daily Returns
Daily percentage return beside DAL.
Daily Out/Under-Performance
Portfolio return minus DAL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DAL 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 DAL 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