+1,042.9%
HON vs URI
+7,134.6%
-6,091.7%
-70.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +1.6% | -0.7% | +0.6% |
| 7D | -3.6% | -2.0% | -1.6% | -3.1% |
| 30D | -15.3% | -12.9% | -2.3% | -12.5% |
| 3M | -7.9% | -6.7% | -1.2% | -6.5% |
| 6M | -18.1% | +19.0% | -37.0% | -22.5% |
| YTD | +3.8% | +25.5% | -21.7% | -3.6% |
| 1Y | +0.5% | +5.5% | -5.1% | -3.1% |
| 3Y | +19.8% | +111.3% | -91.5% | -5.3% |
| 5Y | +2.9% | +198.6% | -195.6% | -26.9% |
| 10Y | +134.6% | +1,179.9% | -1,045.3% | +12.3% |
| All | +1,042.9% | +7,134.6% | -6,091.7% | +136.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling