-24.3%
UBER vs HON
-1.5%
-22.8%
-34.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.1% | -1.3% | -1.2% |
| 7D | -5.4% | -3.5% | -1.9% | -4.7% |
| 30D | -4.9% | -13.8% | +8.9% | -2.1% |
| 3M | +3.0% | -11.7% | +14.7% | +5.1% |
| 6M | -4.4% | -18.7% | +14.3% | -2.1% |
| YTD | -12.3% | +0.2% | -12.5% | -14.3% |
| 1Y | -24.3% | -3.1% | -21.2% | -25.9% |
| All | -24.3% | -1.5% | -22.8% | -25.9% |
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