+1,540.8%
ASML vs HON
+162.4%
+1,378.4%
-56.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | +4.1% | +2.1% | +3.4% |
| 7D | -0.8% | +2.3% | -3.2% | -2.2% |
| 30D | -14.9% | +10.2% | -25.1% | -20.4% |
| 3M | -13.0% | -6.7% | -6.3% | -9.0% |
| 6M | -4.7% | +3.3% | -8.0% | -8.6% |
| YTD | +42.3% | +13.4% | +28.9% | +27.8% |
| 1Y | +49.7% | +14.7% | +35.0% | +33.2% |
| 3Y | +144.3% | +33.4% | +110.9% | +87.8% |
| 5Y | +86.4% | +12.7% | +73.6% | +62.2% |
| All | +1,540.8% | +162.4% | +1,378.4% | +692.4% |
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