+19.9%
HBAN vs UAL
+117.7%
-97.9%
-44.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -1.7% | +2.3% | +1.1% |
| 7D | +2.3% | -3.0% | +5.3% | +3.2% |
| 30D | +4.8% | +10.5% | -5.7% | +0.9% |
| 3M | -10.1% | -13.5% | +3.4% | -6.3% |
| 6M | +5.0% | +14.2% | -9.2% | -1.3% |
| YTD | -6.1% | -2.2% | -3.9% | -8.2% |
| 1Y | +4.6% | +12.5% | -7.9% | -2.8% |
| 3Y | +74.9% | +186.8% | -111.9% | +9.9% |
| All | +19.9% | +117.7% | -97.9% | -19.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling