-31.3%
BABA vs HON
+3.2%
-34.5%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +1.0% | +0.3% | +0.9% |
| 7D | -4.8% | -3.6% | -1.2% | -3.3% |
| 30D | -11.9% | -15.3% | +3.4% | -5.9% |
| 3M | -9.3% | -7.9% | -1.4% | -7.0% |
| 6M | -14.2% | -18.1% | +3.8% | -7.5% |
| YTD | -22.0% | +3.8% | -25.9% | -24.5% |
| 1Y | -12.7% | +0.5% | -13.2% | -14.5% |
| 3Y | +26.7% | +19.8% | +6.9% | +9.3% |
| All | -31.3% | +3.2% | -34.5% | -41.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling