+228.4%
UNH vs HON
+136.9%
+91.4%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +0.1% | -2.5% | -2.4% |
| 7D | -4.5% | -3.5% | -1.1% | -3.0% |
| 30D | -6.5% | -13.8% | +7.2% | -0.2% |
| 3M | -6.0% | -11.7% | +5.7% | -1.3% |
| 6M | +33.7% | -18.7% | +52.4% | +44.7% |
| YTD | +16.4% | +0.2% | +16.2% | +13.3% |
| 1Y | +10.1% | -3.1% | +13.1% | +8.7% |
| 3Y | -16.3% | +17.0% | -33.3% | -27.2% |
| 5Y | +2.1% | +2.0% | +0.1% | -5.9% |
| All | +228.4% | +136.9% | +91.4% | +98.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling