+78.3%
HON vs USHY
+50.4%
+27.9%
-43.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | USHY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.2% | -1.4% | -1.2% |
| 7D | -0.6% | -0.1% | -0.4% | -0.3% |
| 30D | -15.4% | 0.0% | -15.3% | -15.3% |
| 3M | -9.1% | +0.8% | -10.0% | -10.4% |
| 6M | -17.1% | +1.9% | -19.0% | -19.7% |
| YTD | +1.5% | +2.3% | -0.7% | -2.2% |
| 1Y | -1.3% | +4.1% | -5.5% | -7.9% |
| 3Y | +19.5% | +27.8% | -8.2% | -21.3% |
| 5Y | +3.1% | +21.5% | -18.4% | -23.9% |
| All | +78.3% | +50.4% | +27.9% | -9.6% |
Cumulative growth
Daily Returns
Daily percentage return beside USHY.
Daily Out/Under-Performance
Portfolio return minus USHY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × USHY 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 USHY 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