+227.0%
UPS vs HON
+626.0%
-399.0%
-57.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +1.0% | -2.1% | -1.5% |
| 7D | -2.9% | -3.6% | +0.7% | -1.6% |
| 30D | -3.5% | -15.3% | +11.8% | +2.4% |
| 3M | -5.7% | -7.9% | +2.2% | -3.2% |
| 6M | -4.4% | -18.1% | +13.7% | +2.3% |
| YTD | +8.0% | +3.8% | +4.2% | +5.7% |
| 1Y | +29.0% | +0.5% | +28.5% | +27.6% |
| 3Y | -27.7% | +19.8% | -47.5% | -33.5% |
| 5Y | -34.3% | +2.9% | -37.3% | -36.4% |
| 10Y | +37.8% | +134.6% | -96.9% | -1.5% |
| All | +227.0% | +626.0% | -399.0% | +42.1% |
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