+40,736.4%
ADI vs HON
+6,070.4%
+34,666.1%
-82.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -0.1% | -2.6% | -2.7% |
| 7D | +9.5% | +1.4% | +8.1% | +8.7% |
| 30D | -1.4% | +7.5% | -8.9% | -5.0% |
| 3M | +4.7% | -4.3% | +9.1% | +7.3% |
| 6M | -7.4% | -1.5% | -5.9% | -7.5% |
| YTD | +48.1% | +10.5% | +37.5% | +38.5% |
| 1Y | +69.6% | +8.5% | +61.1% | +60.2% |
| 3Y | +144.4% | +28.0% | +116.3% | +110.5% |
| 5Y | +134.1% | +12.0% | +122.1% | +116.7% |
| 10Y | +632.8% | +155.4% | +477.4% | +338.0% |
| All | +40,736.4% | +6,070.4% | +34,666.1% | +4,397.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling