+156.3%
HON vs USB
+92.8%
+63.5%
-43.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | USB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | -0.5% | +2.5% | +2.2% |
| 7D | +0.8% | 0.0% | +0.8% | +0.8% |
| 30D | +5.7% | +5.8% | -0.1% | +3.1% |
| 3M | -8.3% | -6.0% | -2.4% | -5.8% |
| 6M | -2.4% | +7.8% | -10.2% | -6.3% |
| YTD | +9.0% | +14.6% | -5.6% | +1.5% |
| 1Y | +9.2% | +31.8% | -22.6% | -4.9% |
| 3Y | +26.3% | +91.5% | -65.2% | -10.4% |
| 5Y | +9.1% | +22.0% | -12.9% | -5.9% |
| All | +156.3% | +92.8% | +63.5% | +64.8% |
Cumulative growth
Daily Returns
Daily percentage return beside USB.
Daily Out/Under-Performance
Portfolio return minus USB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × USB 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 10y: compounded portfolio wealth divided by compounded USB 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…
10y analysis · Full analysis span regression · 6 months rolling