+82.7%
ASML vs HON
+11.9%
+70.8%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.1% | 0.0% | 0.0% |
| 7D | +4.9% | +1.4% | +3.5% | +4.0% |
| 30D | -9.3% | +7.5% | -16.8% | -13.6% |
| 3M | -19.0% | -4.3% | -14.6% | -16.4% |
| 6M | -5.2% | -1.5% | -3.7% | -6.1% |
| YTD | +40.6% | +10.5% | +30.1% | +27.4% |
| 1Y | +47.5% | +8.5% | +39.0% | +35.3% |
| 3Y | +133.9% | +28.0% | +105.8% | +73.8% |
| All | +82.7% | +11.9% | +70.8% | +41.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling