+75.5%
ASML vs HON
+8.3%
+67.2%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.0% | +2.0% | +3.0% | +3.7% |
| 7D | -9.0% | +0.8% | -9.8% | -9.4% |
| 30D | -21.0% | +5.7% | -26.7% | -23.9% |
| 3M | -16.3% | -8.3% | -8.0% | -11.5% |
| 6M | -7.5% | -2.4% | -5.1% | -8.1% |
| YTD | +34.0% | +9.0% | +25.0% | +22.5% |
| 1Y | +39.3% | +9.2% | +30.1% | +27.0% |
| 3Y | +128.9% | +26.3% | +102.5% | +71.7% |
| All | +75.5% | +8.3% | +67.2% | +38.0% |
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