+134,607.8%
UNH vs HON
+5,566.3%
+129,041.4%
-74.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -1.6% | -0.4% | -1.4% |
| 7D | -1.7% | -0.6% | -1.1% | -1.5% |
| 30D | -3.8% | -15.4% | +11.6% | +1.6% |
| 3M | -4.3% | -9.1% | +4.9% | -1.7% |
| 6M | +38.6% | -17.1% | +55.7% | +46.1% |
| YTD | +20.7% | +1.5% | +19.2% | +18.5% |
| 1Y | +16.0% | -1.3% | +17.3% | +14.8% |
| 3Y | -13.5% | +19.5% | -33.0% | -21.0% |
| 5Y | +3.5% | +3.1% | +0.4% | -1.5% |
| 10Y | +245.3% | +138.4% | +107.0% | +147.8% |
| All | +134,607.8% | +5,566.3% | +129,041.4% | +35,538.7% |
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