+60.4%
AMGN vs HON
+1.2%
+59.3%
-16.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +1.0% | -2.5% | -1.8% |
| 7D | +1.1% | -3.6% | +4.7% | +1.9% |
| 30D | +7.8% | -15.3% | +23.1% | +12.0% |
| 3M | +27.3% | -7.9% | +35.1% | +28.5% |
| 6M | +16.8% | -18.1% | +34.9% | +21.1% |
| YTD | +36.3% | +3.8% | +32.5% | +36.1% |
| 1Y | +60.4% | +0.5% | +59.9% | +64.8% |
| All | +60.4% | +1.2% | +59.3% | +64.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling