+1.4%
HON vs UUUU
+88.5%
-87.1%
-25.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -6.3% | +5.0% | -0.9% |
| 7D | -2.6% | -5.0% | +2.4% | -2.2% |
| 30D | -11.9% | -7.8% | -4.1% | -11.4% |
| 3M | -6.1% | -0.4% | -5.6% | -6.4% |
| 6M | -19.2% | -32.9% | +13.7% | -17.5% |
| YTD | +0.2% | -6.3% | +6.4% | -1.4% |
| 1Y | -1.5% | +7.9% | -9.4% | -5.6% |
| 3Y | +17.9% | +85.2% | -67.2% | +3.4% |
| All | +1.4% | +88.5% | -87.1% | -14.5% |
Cumulative growth
Daily Returns
Daily percentage return beside UUUU.
Daily Out/Under-Performance
Portfolio return minus UUUU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UUUU 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 5y: compounded portfolio wealth divided by compounded UUUU 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…
5y analysis · Full analysis span regression · 6 months rolling