+311.3%
ARM vs HON
+16.5%
+294.8%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | -0.7% | +4.4% | +4.3% |
| 7D | +11.4% | -0.8% | +12.2% | +12.1% |
| 30D | -7.4% | -15.2% | +7.7% | +5.1% |
| 3M | -24.5% | -6.0% | -18.5% | -21.5% |
| 6M | +128.7% | -14.9% | +143.5% | +156.5% |
| YTD | +139.3% | +3.2% | +136.1% | +131.4% |
| 1Y | +88.0% | 0.0% | +87.9% | +85.0% |
| All | +311.3% | +16.5% | +294.8% | +233.8% |
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 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