+37,071.1%
ADI vs HON
+5,695.7%
+31,375.4%
-82.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +1.0% | +0.7% | +1.1% |
| 7D | +0.4% | -3.6% | +4.0% | +2.4% |
| 30D | -3.8% | -15.3% | +11.5% | +5.0% |
| 3M | -15.3% | -7.9% | -7.4% | -12.0% |
| 6M | +6.7% | -18.1% | +24.7% | +17.5% |
| YTD | +34.8% | +3.8% | +30.9% | +30.2% |
| 1Y | +49.0% | +0.5% | +48.5% | +46.3% |
| 3Y | +108.1% | +19.8% | +88.3% | +85.5% |
| 5Y | +142.4% | +2.9% | +139.5% | +134.5% |
| 10Y | +589.9% | +134.6% | +455.3% | +329.9% |
| All | +37,071.1% | +5,695.7% | +31,375.4% | +4,129.3% |
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