-28.3%
BABA vs HON
+8.3%
-36.6%
-62.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +2.0% | -0.7% | +0.5% |
| 7D | +11.6% | +0.8% | +10.9% | +11.1% |
| 30D | +2.3% | +5.7% | -3.4% | -0.2% |
| 3M | -13.7% | -8.3% | -5.4% | -10.9% |
| 6M | -21.9% | -2.4% | -19.5% | -22.3% |
| YTD | -24.6% | +9.0% | -33.6% | -28.7% |
| 1Y | -34.1% | +9.2% | -43.3% | -37.9% |
| 3Y | +36.3% | +26.3% | +9.9% | +14.4% |
| All | -28.3% | +8.3% | -36.6% | -35.7% |
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 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