+32,355.3%
AVGO vs HON
+809.1%
+31,546.3%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | -0.7% | +3.6% | +3.4% |
| 7D | -0.3% | -0.8% | +0.5% | +0.2% |
| 30D | -13.8% | -15.2% | +1.3% | -3.9% |
| 3M | -6.9% | -6.0% | -1.0% | -4.2% |
| 6M | +11.9% | -14.9% | +26.8% | +23.0% |
| YTD | +6.9% | +3.2% | +3.7% | +1.8% |
| 1Y | +7.4% | 0.0% | +7.4% | +3.6% |
| 3Y | +345.6% | +21.5% | +324.1% | +266.3% |
| 5Y | +718.9% | +4.0% | +714.8% | +649.9% |
| 10Y | +2,755.4% | +138.4% | +2,617.0% | +1,266.6% |
| All | +32,355.3% | +809.1% | +31,546.3% | +6,543.3% |
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