+111.1%
AXP vs HON
+19.6%
+91.4%
-28.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +1.0% | -2.1% | -1.6% |
| 7D | -2.1% | -3.6% | +1.5% | -0.4% |
| 30D | -6.5% | -15.3% | +8.7% | +1.1% |
| 3M | +4.6% | -7.9% | +12.5% | +7.9% |
| 6M | +5.4% | -18.1% | +23.5% | +15.7% |
| YTD | -11.1% | +3.8% | -15.0% | -15.6% |
| 1Y | -0.3% | +0.5% | -0.8% | -3.7% |
| All | +111.1% | +19.6% | +91.4% | +76.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling