+46.1%
ASML vs HON
+12.4%
+33.8%
-24.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | +2.0% | -5.6% | -4.4% |
| 7D | -10.0% | +4.2% | -14.2% | -11.6% |
| 30D | -19.4% | +6.7% | -26.1% | -21.7% |
| 3M | -12.5% | -7.9% | -4.6% | -9.4% |
| 6M | +8.2% | +4.8% | +3.4% | +0.8% |
| YTD | +40.7% | +13.2% | +27.5% | +30.3% |
| 1Y | +46.1% | +13.1% | +33.1% | +34.7% |
| All | +46.1% | +12.4% | +33.8% | +34.7% |
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