+1,534.9%
ASML vs HON
+161.5%
+1,373.4%
-56.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.3% | 0.0% | -0.1% |
| 7D | -2.9% | +1.9% | -4.7% | -3.9% |
| 30D | -15.2% | +9.9% | -25.1% | -20.4% |
| 3M | -12.9% | -5.8% | -7.1% | -9.6% |
| 6M | -5.0% | +3.0% | -8.0% | -8.7% |
| YTD | +41.8% | +13.1% | +28.8% | +27.7% |
| 1Y | +46.0% | +13.2% | +32.9% | +31.2% |
| 3Y | +133.5% | +30.8% | +102.7% | +82.1% |
| 5Y | +93.0% | +13.0% | +80.0% | +67.6% |
| 10Y | +1,534.9% | +161.3% | +1,373.6% | +691.5% |
| All | +1,534.9% | +161.5% | +1,373.4% | +691.5% |
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