+465.4%
AXP vs HON
+136.4%
+329.0%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +1.0% | -2.1% | -1.9% |
| 7D | -2.1% | -3.6% | +1.5% | +0.8% |
| 30D | -6.5% | -15.3% | +8.7% | +6.7% |
| 3M | +4.6% | -7.9% | +12.5% | +10.0% |
| 6M | +5.4% | -18.1% | +23.5% | +21.6% |
| YTD | -11.1% | +3.8% | -15.0% | -17.4% |
| 1Y | -0.3% | +0.5% | -0.8% | -5.3% |
| 3Y | +111.6% | +19.8% | +91.8% | +65.6% |
| 5Y | +117.6% | +2.9% | +114.7% | +93.6% |
| All | +465.4% | +136.4% | +329.0% | +165.7% |
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