+155.3%
HBAN vs UAL
+112.5%
+42.8%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +3.1% | -2.4% | -0.4% |
| 7D | -1.0% | -1.4% | +0.4% | -0.5% |
| 30D | -5.6% | -12.2% | +6.6% | -1.1% |
| 3M | -1.1% | -2.5% | +1.3% | -0.9% |
| 6M | +9.9% | +21.1% | -11.2% | +0.2% |
| YTD | -0.9% | -1.8% | +0.8% | -3.0% |
| 1Y | -1.4% | +0.4% | -1.8% | -4.9% |
| 3Y | +78.2% | +130.3% | -52.1% | +17.2% |
| 5Y | +37.0% | +147.7% | -110.7% | -17.5% |
| All | +155.3% | +112.5% | +42.8% | +45.9% |
Cumulative growth
Daily Returns
Daily percentage return beside UAL.
Daily Out/Under-Performance
Portfolio return minus UAL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UAL 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 UAL 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