+147.1%
AMAT vs HON
+11.9%
+135.2%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -0.1% | -2.6% | -2.6% |
| 7D | +11.4% | +1.4% | +9.9% | +10.5% |
| 30D | -17.0% | +7.5% | -24.5% | -20.9% |
| 3M | -30.6% | -4.3% | -26.3% | -28.2% |
| 6M | -14.9% | -1.5% | -13.4% | -15.1% |
| YTD | +44.7% | +10.5% | +34.1% | +31.6% |
| 1Y | +66.9% | +8.5% | +58.3% | +53.9% |
| 3Y | +153.3% | +28.0% | +125.3% | +91.8% |
| All | +147.1% | +11.9% | +135.2% | +93.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling