+136.0%
HON vs USB
+107.5%
+28.5%
-43.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | USB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.3% | +1.2% | +1.1% |
| 7D | -3.6% | +1.4% | -5.0% | -4.3% |
| 30D | -15.3% | -1.3% | -14.0% | -14.8% |
| 3M | -7.9% | +15.2% | -23.1% | -13.9% |
| 6M | -18.1% | +18.8% | -36.9% | -24.7% |
| YTD | +3.8% | +21.0% | -17.2% | -5.6% |
| 1Y | +0.5% | +34.0% | -33.5% | -13.1% |
| 3Y | +19.8% | +95.3% | -75.6% | -16.2% |
| 5Y | +2.9% | +40.4% | -37.5% | -17.8% |
| All | +136.0% | +107.5% | +28.5% | +40.2% |
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