-1.5%
HON vs USAR
+12.3%
-13.8%
-21.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | USAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -6.0% | +4.6% | -1.1% |
| 7D | -2.6% | -9.3% | +6.7% | -2.2% |
| 30D | -11.9% | -15.2% | +3.3% | -11.3% |
| 3M | -6.1% | -21.1% | +15.0% | -5.5% |
| 6M | -19.2% | -21.6% | +2.4% | -18.9% |
| YTD | +0.2% | +34.8% | -34.6% | -0.4% |
| 1Y | -1.5% | +15.6% | -17.1% | -1.9% |
| All | -1.5% | +12.3% | -13.8% | -1.9% |
Cumulative growth
Daily Returns
Daily percentage return beside USAR.
Daily Out/Under-Performance
Portfolio return minus USAR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × USAR 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 USAR 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