+77,094.7%
ASML vs HON
+2,213.7%
+74,881.0%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.3% | -5.6% | -3.8% | -5.8% |
| 7D | -19.0% | -2.9% | -16.2% | -17.4% |
| 30D | -25.9% | +1.4% | -27.3% | -26.6% |
| 3M | -19.1% | -12.8% | -6.3% | -12.2% |
| 6M | -5.7% | -0.7% | -5.0% | -6.7% |
| YTD | +27.6% | +6.9% | +20.7% | +20.5% |
| 1Y | +30.8% | +6.5% | +24.3% | +23.7% |
| 3Y | +116.2% | +22.9% | +93.3% | +82.8% |
| 5Y | +67.7% | +7.0% | +60.6% | +56.4% |
| 10Y | +1,355.3% | +158.3% | +1,197.0% | +664.3% |
| All | +77,094.7% | +2,213.7% | +74,881.0% | +12,475.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling