+1,559.3%
ASML vs HON
+154.9%
+1,404.4%
-56.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -1.8% | -0.6% | -1.2% |
| 7D | +10.4% | +3.6% | +6.8% | +7.9% |
| 30D | -12.7% | +7.8% | -20.5% | -17.0% |
| 3M | -17.2% | -4.8% | -12.4% | -14.4% |
| 6M | -1.3% | -1.7% | +0.4% | -1.8% |
| YTD | +40.8% | +10.7% | +30.1% | +28.6% |
| 1Y | +45.2% | +7.8% | +37.4% | +35.1% |
| 3Y | +131.8% | +28.1% | +103.7% | +83.5% |
| 5Y | +84.0% | +12.2% | +71.9% | +60.8% |
| All | +1,559.3% | +154.9% | +1,404.4% | +718.0% |
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 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