+1,362.0%
AMAT vs HON
+154.9%
+1,207.1%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -1.8% | -1.7% | -2.1% |
| 7D | +19.3% | +3.6% | +15.8% | +16.4% |
| 30D | -17.9% | +7.8% | -25.7% | -22.4% |
| 3M | -30.4% | -4.8% | -25.7% | -27.5% |
| 6M | -11.4% | -1.7% | -9.8% | -11.4% |
| YTD | +48.8% | +10.7% | +38.1% | +34.2% |
| 1Y | +66.0% | +7.8% | +58.3% | +53.1% |
| 3Y | +158.8% | +28.1% | +130.8% | +98.2% |
| 5Y | +153.2% | +12.2% | +141.0% | +117.5% |
| All | +1,362.0% | +154.9% | +1,207.1% | +600.7% |
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