+1,670.8%
ASML vs HON
+136.4%
+1,534.4%
-56.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +1.0% | +3.2% | +3.5% |
| 7D | +1.1% | -3.6% | +4.7% | +3.6% |
| 30D | +2.2% | -15.3% | +17.5% | +13.9% |
| 3M | -2.3% | -7.9% | +5.6% | +1.9% |
| 6M | +23.0% | -18.1% | +41.0% | +39.1% |
| YTD | +61.1% | +3.8% | +57.2% | +53.7% |
| 1Y | +129.1% | +0.5% | +128.6% | +122.5% |
| 3Y | +165.4% | +19.8% | +145.6% | +120.2% |
| 5Y | +109.5% | +2.9% | +106.5% | +94.0% |
| All | +1,670.8% | +136.4% | +1,534.4% | +818.8% |
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