+34.3%
ARM vs HON
+8.1%
+26.2%
-62.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -1.8% | +0.1% | -0.3% |
| 7D | +19.8% | +3.6% | +16.3% | +16.8% |
| 30D | -21.8% | +7.8% | -29.6% | -25.7% |
| 3M | -26.5% | -4.8% | -21.7% | -23.5% |
| 6M | -3.9% | -1.7% | -2.2% | -3.9% |
| YTD | +82.8% | +10.7% | +72.1% | +85.8% |
| 1Y | +34.3% | +7.8% | +26.5% | +37.7% |
| All | +34.3% | +8.1% | +26.2% | +37.7% |
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