+203.0%
AMAT vs HON
+19.6%
+183.4%
-49.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | +1.0% | +3.4% | +3.8% |
| 7D | -1.5% | -3.6% | +2.1% | +0.5% |
| 30D | -14.8% | -15.3% | +0.5% | -7.0% |
| 3M | -9.3% | -7.9% | -1.4% | -5.9% |
| 6M | +27.4% | -18.1% | +45.4% | +40.7% |
| YTD | +77.6% | +3.8% | +73.7% | +71.2% |
| 1Y | +188.9% | +0.5% | +188.5% | +182.8% |
| All | +203.0% | +19.6% | +183.4% | +154.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling