+43.3%
AMAT vs HON
+9.2%
+34.1%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +2.0% | +2.2% | +3.1% |
| 7D | -14.7% | +0.8% | -15.5% | -14.6% |
| 30D | -36.1% | +5.7% | -41.8% | -37.5% |
| 3M | -36.9% | -8.3% | -28.5% | -33.9% |
| 6M | -22.2% | -2.4% | -19.8% | -22.8% |
| YTD | +29.9% | +9.0% | +20.9% | +23.5% |
| 1Y | +43.3% | +9.2% | +34.1% | +35.3% |
| All | +43.3% | +9.2% | +34.1% | +35.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling