+4.0%
HON vs UAL
+131.8%
-127.7%
-25.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -2.8% | +2.2% | -0.1% |
| 7D | -0.8% | +3.5% | -4.3% | -1.5% |
| 30D | -15.2% | -16.5% | +1.3% | -12.4% |
| 3M | -6.0% | +2.8% | -8.7% | -6.6% |
| 6M | -14.9% | +17.6% | -32.5% | -17.8% |
| YTD | +3.2% | -3.2% | +6.4% | +2.5% |
| 1Y | 0.0% | +0.4% | -0.4% | -1.7% |
| 3Y | +21.5% | +128.2% | -106.7% | -2.2% |
| 5Y | +4.0% | +137.7% | -133.7% | -20.4% |
| All | +4.0% | +131.8% | -127.7% | -20.4% |
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