+504.9%
ABBV vs HON
+136.9%
+367.9%
-45.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.1% | +0.7% | +0.8% |
| 7D | +0.3% | -3.5% | +3.7% | +1.4% |
| 30D | +3.4% | -13.8% | +17.1% | +8.6% |
| 3M | +15.2% | -11.7% | +26.9% | +19.4% |
| 6M | +14.7% | -18.7% | +33.4% | +21.9% |
| YTD | +15.2% | +0.2% | +15.0% | +12.9% |
| 1Y | +20.4% | -3.1% | +23.4% | +19.3% |
| 3Y | +91.3% | +17.0% | +74.4% | +73.0% |
| 5Y | +189.6% | +2.0% | +187.5% | +171.9% |
| All | +504.9% | +136.9% | +367.9% | +295.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling