+221.2%
UPS vs HON
+621.2%
-400.0%
-57.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | HON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.7% | -1.1% | -1.5% |
| 7D | -2.1% | -0.8% | -1.3% | -1.8% |
| 30D | -2.3% | -15.2% | +12.9% | +3.6% |
| 3M | -5.2% | -6.0% | +0.8% | -3.5% |
| 6M | +1.4% | -14.9% | +16.3% | +6.9% |
| YTD | +6.1% | +3.2% | +3.0% | +4.1% |
| 1Y | +27.0% | 0.0% | +27.0% | +25.8% |
| 3Y | -25.9% | +21.5% | -47.4% | -32.2% |
| 5Y | -34.6% | +4.0% | -38.6% | -36.8% |
| 10Y | +36.2% | +138.4% | -102.2% | -3.2% |
| All | +221.2% | +621.2% | -400.0% | +39.9% |
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 1990-01-01 to 2026-09-08: 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling