+1,370.8%
AMAT vs HON
+161.5%
+1,209.3%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.3% | +0.9% | +0.8% |
| 7D | -2.5% | +1.9% | -4.3% | -3.3% |
| 30D | -26.5% | +9.9% | -36.4% | -31.6% |
| 3M | -28.6% | -5.8% | -22.8% | -25.1% |
| 6M | -14.2% | +3.0% | -17.2% | -17.4% |
| YTD | +45.5% | +13.1% | +32.4% | +29.0% |
| 1Y | +59.3% | +13.2% | +46.2% | +41.0% |
| 3Y | +153.1% | +30.8% | +122.3% | +90.5% |
| 5Y | +158.2% | +13.0% | +145.1% | +120.4% |
| 10Y | +1,370.8% | +161.3% | +1,209.5% | +592.1% |
| All | +1,370.8% | +161.5% | +1,209.3% | +592.1% |
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