+79.4%
AMZN vs HON
+17.2%
+62.3%
-30.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +0.1% | +1.9% | +1.9% |
| 7D | -0.7% | -3.5% | +2.8% | +0.6% |
| 30D | -3.9% | -13.8% | +9.8% | +1.4% |
| 3M | +6.3% | -11.7% | +18.0% | +10.3% |
| 6M | +20.8% | -18.7% | +39.5% | +29.8% |
| YTD | +11.2% | +0.2% | +11.0% | +7.4% |
| 1Y | +11.7% | -3.1% | +14.7% | +9.3% |
| 3Y | +79.4% | +17.0% | +62.5% | +46.4% |
| All | +79.4% | +17.2% | +62.3% | +46.4% |
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 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