+337.5%
AMD vs HON
+3.2%
+334.3%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | +1.0% | +3.7% | +3.9% |
| 7D | +2.6% | -3.6% | +6.2% | +5.5% |
| 30D | -0.9% | -15.3% | +14.3% | +12.4% |
| 3M | -8.7% | -7.9% | -0.8% | -3.8% |
| 6M | +136.3% | -18.1% | +154.4% | +172.5% |
| YTD | +123.0% | +3.8% | +119.2% | +108.9% |
| 1Y | +195.2% | +0.5% | +194.7% | +182.1% |
| 3Y | +336.3% | +19.8% | +316.6% | +233.4% |
| All | +337.5% | +3.2% | +334.3% | +237.4% |
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