+137,736.4%
AMAT vs HON
+5,695.7%
+132,040.7%
-85.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | -6.7% |
| 3M | -9.3% | -7.9% | -1.4% | -5.5% |
| 6M | +27.4% | -18.1% | +45.4% | +41.3% |
| YTD | +77.6% | +3.8% | +73.7% | +72.2% |
| 1Y | +188.9% | +0.5% | +188.5% | +184.5% |
| 3Y | +202.3% | +19.8% | +182.5% | +167.2% |
| 5Y | +248.9% | +2.9% | +246.0% | +238.5% |
| 10Y | +1,585.2% | +134.6% | +1,450.6% | +977.8% |
| All | +137,736.4% | +5,695.7% | +132,040.7% | +17,653.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling