+199.6%
ARM vs HON
+24.8%
+174.8%
-62.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | -0.1% | -4.5% | -4.5% |
| 7D | +9.1% | +1.4% | +7.7% | +8.0% |
| 30D | -19.9% | +7.5% | -27.4% | -24.2% |
| 3M | -31.6% | -4.3% | -27.3% | -29.0% |
| 6M | -13.9% | -1.5% | -12.3% | -13.1% |
| YTD | +74.3% | +10.5% | +63.8% | +60.1% |
| 1Y | +35.8% | +8.5% | +27.2% | +26.3% |
| 3Y | +268.6% | +28.0% | +240.6% | +170.6% |
| All | +199.6% | +24.8% | +174.8% | +131.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling