+9.3%
HON vs URI
+166.6%
-157.3%
-25.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +1.1% | +0.8% | +1.7% |
| 7D | +0.8% | -9.8% | +10.6% | +3.1% |
| 30D | +5.7% | +1.7% | +4.0% | +5.3% |
| 3M | -8.3% | -9.1% | +0.7% | -6.6% |
| 6M | -2.4% | +9.9% | -12.3% | -4.9% |
| YTD | +9.0% | +31.2% | -22.2% | +0.4% |
| 1Y | +9.2% | +25.9% | -16.7% | +1.6% |
| 3Y | +26.3% | +147.4% | -121.1% | -8.8% |
| All | +9.3% | +166.6% | -157.3% | -28.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling