-68.3%
U vs HON
+2.6%
-70.9%
-93.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.6% | +1.1% | +0.9% |
| 7D | +4.4% | -0.6% | +4.9% | +4.8% |
| 30D | -1.3% | -15.4% | +14.1% | +13.3% |
| 3M | +49.6% | -9.1% | +58.7% | +57.8% |
| 6M | +100.2% | -17.1% | +117.2% | +128.6% |
| YTD | -3.7% | +1.5% | -5.2% | -12.7% |
| 1Y | -6.5% | -1.3% | -5.2% | -13.4% |
| 3Y | +12.9% | +19.5% | -6.6% | -23.0% |
| 5Y | -68.3% | +3.1% | -71.4% | -73.5% |
| All | -68.3% | +2.6% | -70.9% | -73.5% |
Cumulative growth
Daily Returns
Daily percentage return beside HON.
Daily Out/Under-Performance
Portfolio return minus HON return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HON 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 HON 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