+74.5%
UBER vs HON
+40.4%
+34.1%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -1.3% | +3.4% | +2.9% |
| 7D | -4.5% | -2.6% | -1.9% | -2.8% |
| 30D | -7.6% | -11.9% | +4.3% | -0.1% |
| 3M | +5.8% | -6.1% | +11.8% | +8.5% |
| 6M | +0.3% | -19.2% | +19.5% | +13.1% |
| YTD | -11.2% | +0.2% | -11.3% | -14.4% |
| 1Y | -23.0% | -1.5% | -21.5% | -25.3% |
| 3Y | +53.6% | +17.9% | +35.7% | +26.2% |
| 5Y | +81.9% | +1.9% | +80.0% | +65.9% |
| All | +74.5% | +40.4% | +34.1% | +22.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling