+1,665.8%
AMAT vs HON
+138.0%
+1,527.8%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | -0.7% | +4.6% | +4.5% |
| 7D | +7.0% | -0.8% | +7.8% | +7.7% |
| 30D | -12.2% | -15.2% | +3.0% | -0.3% |
| 3M | -3.8% | -6.0% | +2.1% | -0.2% |
| 6M | +45.9% | -14.9% | +60.8% | +63.1% |
| YTD | +84.6% | +3.2% | +81.5% | +75.8% |
| 1Y | +193.4% | 0.0% | +193.3% | +184.8% |
| 3Y | +228.1% | +21.5% | +206.6% | +161.0% |
| 5Y | +268.9% | +4.0% | +264.9% | +235.7% |
| 10Y | +1,665.8% | +138.4% | +1,527.4% | +800.9% |
| All | +1,665.8% | +138.0% | +1,527.8% | +800.9% |
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