+264.6%
AMD vs HON
+11.9%
+252.7%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.8% | -0.1% | -8.6% | -8.6% |
| 7D | +18.9% | +1.4% | +17.5% | +17.8% |
| 30D | -6.4% | +7.5% | -13.9% | -11.0% |
| 3M | +10.6% | -4.3% | +14.9% | +15.2% |
| 6M | +19.9% | -1.5% | +21.4% | +20.0% |
| YTD | +149.4% | +10.5% | +138.8% | +123.3% |
| 1Y | +115.4% | +8.5% | +106.8% | +95.6% |
| 3Y | +357.3% | +28.0% | +329.2% | +229.9% |
| All | +264.6% | +11.9% | +252.7% | +164.0% |
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