+5,803.1%
HON vs USB
+8,119.9%
-2,316.8%
-70.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | USB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | -2.1% | -3.5% | -4.8% |
| 7D | -2.9% | -1.5% | -1.4% | -2.3% |
| 30D | +1.4% | +4.3% | -2.9% | -0.1% |
| 3M | -12.8% | -6.1% | -6.7% | -10.8% |
| 6M | -0.7% | +9.4% | -10.1% | -4.3% |
| YTD | +6.9% | +15.2% | -8.3% | +0.9% |
| 1Y | +6.5% | +32.8% | -26.3% | -4.7% |
| 3Y | +22.9% | +91.3% | -68.4% | -5.3% |
| 5Y | +7.0% | +22.7% | -15.6% | -6.0% |
| 10Y | +158.3% | +97.0% | +61.3% | +86.7% |
| All | +5,803.1% | +8,119.9% | -2,316.8% | +1,734.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling