-26.2%
UBER vs HON
+12.4%
-38.6%
-31.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | +2.0% | +2.9% | +4.5% |
| 7D | +7.0% | +4.2% | +2.8% | +6.3% |
| 30D | +0.6% | +6.7% | -6.1% | -0.6% |
| 3M | -2.9% | -7.9% | +4.9% | -1.1% |
| 6M | -5.5% | +4.8% | -10.3% | -7.6% |
| YTD | -14.5% | +13.2% | -27.7% | -18.5% |
| 1Y | -26.2% | +13.1% | -39.3% | -29.6% |
| All | -26.2% | +12.4% | -38.6% | -29.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling