+651.5%
ADI vs HON
+136.9%
+514.6%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | +0.1% | +4.8% | +4.8% |
| 7D | +4.6% | -3.5% | +8.0% | +7.1% |
| 30D | -1.2% | -13.8% | +12.6% | +9.1% |
| 3M | -7.8% | -11.7% | +3.9% | -0.8% |
| 6M | +19.3% | -18.7% | +38.1% | +35.2% |
| YTD | +40.9% | +0.2% | +40.7% | +37.1% |
| 1Y | +54.5% | -3.1% | +57.6% | +53.4% |
| 3Y | +123.4% | +17.0% | +106.5% | +91.9% |
| 5Y | +142.3% | +2.0% | +140.3% | +127.4% |
| All | +651.5% | +136.9% | +514.6% | +341.9% |
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