+26.3%
HON vs USB
+89.5%
-63.2%
-22.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| 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% | +3.7% |
| 3M | -8.3% | -6.0% | -2.4% | -6.4% |
| 6M | -2.4% | +7.8% | -10.2% | -5.4% |
| YTD | +9.0% | +14.6% | -5.6% | +3.1% |
| 1Y | +9.2% | +31.8% | -22.6% | -2.1% |
| 3Y | +26.3% | +91.5% | -65.2% | +0.7% |
| All | +26.3% | +89.5% | -63.2% | +0.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling