+55.9%
HBAN vs UAL
+242.1%
-186.2%
-95.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +2.5% | -2.7% | -1.0% |
| 7D | +0.7% | +0.7% | -0.1% | +0.4% |
| 30D | -3.2% | -16.1% | +12.9% | +2.3% |
| 3M | +4.0% | +6.1% | -2.2% | +1.2% |
| 6M | +3.1% | +10.8% | -7.7% | -2.1% |
| YTD | 0.0% | -0.4% | +0.4% | -2.1% |
| 1Y | -1.2% | +5.0% | -6.2% | -5.6% |
| 3Y | +72.5% | +124.0% | -51.5% | +21.9% |
| 5Y | +39.3% | +141.0% | -101.7% | -8.2% |
| 10Y | +157.3% | +118.0% | +39.3% | +54.4% |
| All | +55.9% | +242.1% | -186.2% | -58.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling