0.0%
HON vs URI
+5.1%
-5.1%
-20.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.5% | -1.2% | -0.7% |
| 7D | -0.8% | +2.5% | -3.4% | -1.0% |
| 30D | -15.2% | -12.5% | -2.6% | -14.5% |
| 3M | -6.0% | -6.2% | +0.2% | -5.8% |
| 6M | -14.9% | +25.9% | -40.8% | -14.8% |
| YTD | +3.2% | +26.2% | -23.0% | +2.6% |
| 1Y | 0.0% | +5.5% | -5.5% | -4.5% |
| All | 0.0% | +5.1% | -5.1% | -4.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling