+144.4%
ADI vs HON
+27.8%
+116.5%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -0.1% | -2.6% | -2.7% |
| 7D | +9.5% | +1.4% | +8.1% | +8.6% |
| 30D | -1.4% | +7.5% | -8.9% | -5.3% |
| 3M | +4.7% | -4.3% | +9.1% | +7.7% |
| 6M | -7.4% | -1.5% | -5.9% | -7.9% |
| YTD | +48.1% | +10.5% | +37.5% | +34.4% |
| 1Y | +69.6% | +8.5% | +61.1% | +55.9% |
| 3Y | +144.4% | +28.0% | +116.3% | +90.6% |
| All | +144.4% | +27.8% | +116.5% | +90.6% |
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