-26.2%
UPS vs HON
+17.0%
-43.3%
-44.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -1.3% | +2.1% | +1.3% |
| 7D | -3.4% | -2.6% | -0.8% | -2.4% |
| 30D | -2.7% | -11.9% | +9.1% | +2.3% |
| 3M | -1.6% | -6.1% | +4.4% | 0.0% |
| 6M | +2.3% | -19.2% | +21.5% | +10.8% |
| YTD | +5.6% | +0.2% | +5.4% | +3.9% |
| 1Y | +27.1% | -1.5% | +28.5% | +25.6% |
| All | -26.2% | +17.0% | -43.3% | -35.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling