+565.7%
AMZN vs HON
+136.9%
+428.7%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +0.1% | +1.9% | +1.9% |
| 7D | -0.7% | -3.5% | +2.8% | +0.8% |
| 30D | -3.9% | -13.8% | +9.8% | +2.1% |
| 3M | +6.3% | -11.7% | +18.0% | +11.1% |
| 6M | +20.8% | -18.7% | +39.5% | +30.4% |
| YTD | +11.2% | +0.2% | +11.0% | +8.9% |
| 1Y | +11.7% | -3.1% | +14.7% | +10.7% |
| 3Y | +79.4% | +17.0% | +62.5% | +61.9% |
| 5Y | +48.0% | +2.0% | +46.0% | +40.5% |
| All | +565.7% | +136.9% | +428.7% | +355.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling