+15.8%
BABA vs HON
+167.2%
-151.4%
-80.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | +4.1% | -7.8% | -5.4% |
| 7D | +3.8% | +2.3% | +1.5% | +2.6% |
| 30D | -5.4% | +10.2% | -15.6% | -9.5% |
| 3M | -17.9% | -6.7% | -11.2% | -15.8% |
| 6M | -24.1% | +3.3% | -27.4% | -26.3% |
| YTD | -27.4% | +13.4% | -40.9% | -32.4% |
| 1Y | -36.1% | +14.7% | -50.8% | -40.9% |
| 3Y | +35.4% | +33.4% | +1.9% | +14.0% |
| 5Y | -30.1% | +12.7% | -42.8% | -36.9% |
| 10Y | +15.8% | +164.1% | -148.3% | -29.7% |
| All | +15.8% | +167.2% | -151.4% | -29.7% |
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