+131.1%
ADI vs HON
+1.7%
+129.4%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -1.3% | +0.3% | -0.1% |
| 7D | +1.3% | -2.6% | +4.0% | +3.1% |
| 30D | -6.0% | -11.9% | +5.9% | +2.2% |
| 3M | -7.7% | -6.1% | -1.6% | -5.1% |
| 6M | +14.0% | -19.2% | +33.2% | +29.8% |
| YTD | +34.4% | +0.2% | +34.2% | +29.6% |
| 1Y | +48.0% | -1.5% | +49.4% | +43.9% |
| 3Y | +113.3% | +17.9% | +95.4% | +75.9% |
| 5Y | +131.1% | +1.9% | +129.2% | +105.1% |
| All | +131.1% | +1.7% | +129.4% | +105.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling