+401.2%
AMD vs HON
+28.0%
+373.2%
-63.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | -1.8% | +7.7% | +7.0% |
| 7D | +44.7% | +3.6% | +41.2% | +41.9% |
| 30D | -3.3% | +7.8% | -11.1% | -6.8% |
| 3M | +21.2% | -4.8% | +26.0% | +25.4% |
| 6M | +30.6% | -1.7% | +32.2% | +31.0% |
| YTD | +173.3% | +10.7% | +162.6% | +152.9% |
| 1Y | +126.1% | +7.8% | +118.3% | +112.8% |
| All | +401.2% | +28.0% | +373.2% | +301.8% |
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