+841.5%
HON vs UAL
+246.2%
+595.2%
-61.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +2.0% | -0.1% | +1.6% |
| 7D | +0.8% | +8.2% | -7.4% | -0.6% |
| 30D | +5.7% | +2.3% | +3.4% | +5.2% |
| 3M | -8.3% | -12.7% | +4.4% | -6.4% |
| 6M | -2.4% | +12.7% | -15.1% | -5.0% |
| YTD | +9.0% | +0.8% | +8.2% | +7.4% |
| 1Y | +9.2% | +17.8% | -8.6% | +4.6% |
| 3Y | +26.3% | +206.7% | -180.4% | -1.4% |
| 5Y | +9.1% | +113.9% | -104.8% | -12.0% |
| 10Y | +163.4% | +97.0% | +66.4% | +98.3% |
| All | +841.5% | +246.2% | +595.2% | +377.0% |
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