+1,162.1%
AMAT vs HON
+159.7%
+1,002.4%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +2.0% | +2.2% | +2.6% |
| 7D | -14.7% | +0.8% | -15.5% | -15.0% |
| 30D | -36.1% | +5.7% | -41.8% | -38.8% |
| 3M | -36.9% | -8.3% | -28.5% | -32.4% |
| 6M | -22.2% | -2.4% | -19.8% | -22.0% |
| YTD | +29.9% | +9.0% | +20.9% | +18.4% |
| 1Y | +43.3% | +9.2% | +34.1% | +30.2% |
| 3Y | +142.7% | +26.3% | +116.3% | +87.5% |
| 5Y | +126.2% | +9.1% | +117.1% | +98.3% |
| All | +1,162.1% | +159.7% | +1,002.4% | +549.0% |
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