+46.6%
ASML vs HON
+14.2%
+32.4%
-31.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | +4.1% | +2.1% | +4.2% |
| 7D | -0.8% | +2.3% | -3.2% | -1.8% |
| 30D | -14.9% | +10.2% | -25.1% | -18.4% |
| 3M | -13.0% | -6.7% | -6.3% | -10.3% |
| 6M | -4.7% | +3.3% | -8.0% | -10.0% |
| YTD | +42.3% | +13.4% | +28.9% | +33.0% |
| All | +46.6% | +14.2% | +32.4% | +36.4% |
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 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