+21.5%
HON vs URA
+121.0%
-99.5%
-22.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +3.1% | -3.8% | -1.1% |
| 7D | -0.8% | +8.1% | -8.9% | -1.9% |
| 30D | -15.2% | +5.8% | -20.9% | -15.9% |
| 3M | -6.0% | +3.4% | -9.4% | -6.7% |
| 6M | -14.9% | -2.6% | -12.3% | -15.0% |
| YTD | +3.2% | +11.2% | -8.0% | +1.0% |
| 1Y | 0.0% | +19.8% | -19.8% | -3.6% |
| 3Y | +21.5% | +121.5% | -100.0% | +1.6% |
| All | +21.5% | +121.0% | -99.5% | +1.6% |
Cumulative growth
Daily Returns
Daily percentage return beside URA.
Daily Out/Under-Performance
Portfolio return minus URA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × URA 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 3y: compounded portfolio wealth divided by compounded URA 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…
3y analysis · Full analysis span regression · 6 months rolling