+1,315.3%
AMAT vs HON
+167.2%
+1,148.0%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.4% | +4.1% | +7.3% | +8.1% |
| 7D | -1.1% | +2.3% | -3.4% | -2.3% |
| 30D | -26.9% | +10.2% | -37.2% | -32.1% |
| 3M | -31.2% | -6.7% | -24.5% | -27.2% |
| 6M | -14.7% | +3.3% | -18.0% | -18.1% |
| YTD | +44.7% | +13.4% | +31.3% | +28.0% |
| 1Y | +62.0% | +14.7% | +47.2% | +41.7% |
| 3Y | +165.0% | +33.4% | +131.5% | +96.1% |
| 5Y | +147.1% | +12.7% | +134.4% | +111.5% |
| 10Y | +1,315.3% | +164.1% | +1,151.1% | +575.4% |
| All | +1,315.3% | +167.2% | +1,148.0% | +575.4% |
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