+294.7%
C vs HON
+136.6%
+158.1%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -1.6% | +2.4% | +2.1% |
| 7D | +2.6% | -0.6% | +3.1% | +3.0% |
| 30D | +1.9% | -15.4% | +17.3% | +16.4% |
| 3M | +2.8% | -9.1% | +11.9% | +9.3% |
| 6M | +30.6% | -17.1% | +47.6% | +48.9% |
| YTD | +19.9% | +1.5% | +18.4% | +14.2% |
| 1Y | +44.6% | -1.3% | +45.9% | +39.9% |
| 3Y | +272.1% | +19.5% | +252.6% | +192.5% |
| 5Y | +132.0% | +3.1% | +128.9% | +104.8% |
| 10Y | +294.7% | +138.4% | +156.3% | +92.2% |
| All | +294.7% | +136.6% | +158.1% | +92.2% |
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