+39.4%
UNP vs HON
+7.8%
+31.6%
-12.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.1% | -0.4% | -0.5% |
| 7D | +4.2% | +1.4% | +2.8% | +3.9% |
| 30D | +5.6% | +7.5% | -1.9% | +4.0% |
| 3M | +2.0% | -4.3% | +6.4% | +2.9% |
| 6M | +15.4% | -1.5% | +17.0% | +14.3% |
| YTD | +32.7% | +10.5% | +22.2% | +23.7% |
| 1Y | +39.4% | +8.5% | +30.9% | +31.3% |
| All | +39.4% | +7.8% | +31.6% | +31.3% |
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