+9,321.7%
UNP vs HON
+5,695.7%
+3,626.0%
-59.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.0% | -0.8% | -0.2% |
| 7D | -5.3% | -3.6% | -1.8% | -3.9% |
| 30D | -1.5% | -15.3% | +13.7% | +5.1% |
| 3M | +10.3% | -7.9% | +18.1% | +13.1% |
| 6M | +9.7% | -18.1% | +27.7% | +17.6% |
| YTD | +27.1% | +3.8% | +23.3% | +23.6% |
| 1Y | +32.6% | +0.5% | +32.1% | +30.2% |
| 3Y | +40.0% | +19.8% | +20.2% | +27.2% |
| 5Y | +50.8% | +2.9% | +47.9% | +45.1% |
| 10Y | +278.6% | +134.6% | +144.0% | +166.9% |
| All | +9,321.7% | +5,695.7% | +3,626.0% | +2,429.2% |
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