+185.4%
ARM vs HON
+27.7%
+157.7%
-62.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -0.3% | -2.2% | -2.3% |
| 7D | -10.4% | +1.9% | -12.2% | -11.3% |
| 30D | -31.8% | +9.9% | -41.7% | -36.6% |
| 3M | -32.2% | -5.8% | -26.5% | -29.0% |
| 6M | -14.9% | +3.0% | -17.9% | -17.1% |
| YTD | +66.0% | +13.1% | +53.0% | +49.8% |
| 1Y | +17.2% | +13.2% | +4.1% | +5.3% |
| 3Y | +247.2% | +30.8% | +216.4% | +150.8% |
| All | +185.4% | +27.7% | +157.7% | +116.2% |
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