+5.4%
HON vs URI
+200.7%
-195.2%
-25.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +1.6% | -0.7% | +0.6% |
| 7D | -3.6% | -2.0% | -1.6% | -3.2% |
| 30D | -15.3% | -12.9% | -2.3% | -12.7% |
| 3M | -7.9% | -6.7% | -1.2% | -6.6% |
| 6M | -18.1% | +19.0% | -37.0% | -22.0% |
| YTD | +3.8% | +25.5% | -21.7% | -3.2% |
| 1Y | +0.5% | +5.5% | -5.1% | -2.5% |
| 3Y | +19.8% | +111.3% | -91.5% | -9.0% |
| All | +5.4% | +200.7% | -195.2% | -33.4% |
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