+7.4%
ABT vs HON
+17.0%
-9.7%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -1.3% | -0.4% | -1.5% |
| 7D | -5.0% | -2.6% | -2.4% | -4.4% |
| 30D | -5.8% | -11.9% | +6.1% | -3.1% |
| 3M | +16.7% | -6.1% | +22.8% | +17.6% |
| 6M | -5.2% | -19.2% | +14.0% | -1.0% |
| YTD | -16.0% | +0.2% | -16.1% | -17.3% |
| 1Y | -18.3% | -1.5% | -16.8% | -19.3% |
| All | +7.4% | +17.0% | -9.7% | -1.0% |
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