+2,770.9%
AVGO vs HON
+136.9%
+2,634.0%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.1% | +0.2% | +0.3% |
| 7D | +1.1% | -3.5% | +4.6% | +3.4% |
| 30D | -13.0% | -13.8% | +0.8% | -4.5% |
| 3M | -6.0% | -11.7% | +5.7% | +0.6% |
| 6M | +6.4% | -18.7% | +25.1% | +19.8% |
| YTD | +5.0% | +0.2% | +4.7% | +2.0% |
| 1Y | +1.4% | -3.1% | +4.4% | 0.0% |
| 3Y | +336.8% | +17.0% | +319.8% | +269.8% |
| 5Y | +698.2% | +2.0% | +696.2% | +639.3% |
| All | +2,770.9% | +136.9% | +2,634.0% | +1,584.7% |
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