+138.4%
HON vs URI
+1,196.9%
-1,058.5%
-43.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +1.3% | -2.9% | -2.0% |
| 7D | -0.6% | +5.0% | -5.5% | -2.1% |
| 30D | -15.4% | -9.4% | -6.0% | -12.8% |
| 3M | -9.1% | -5.8% | -3.3% | -7.7% |
| 6M | -17.1% | +25.8% | -42.9% | -24.3% |
| YTD | +1.5% | +27.9% | -26.4% | -8.8% |
| 1Y | -1.3% | +9.7% | -11.0% | -7.2% |
| 3Y | +19.5% | +128.0% | -108.4% | -17.2% |
| 5Y | +3.1% | +212.4% | -209.3% | -39.2% |
| 10Y | +138.4% | +1,271.8% | -1,133.5% | -18.3% |
| All | +138.4% | +1,196.9% | -1,058.5% | -18.3% |
Cumulative growth
Daily Returns
Daily percentage return beside URI.
Daily Out/Under-Performance
Portfolio return minus URI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × URI 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 10y: compounded portfolio wealth divided by compounded URI 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…
10y analysis · Full analysis span regression · 6 months rolling