+25.7%
C vs HON
+7.8%
+17.9%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HON | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.1% | +0.1% | 0.0% |
| 7D | +4.2% | +1.4% | +2.8% | +3.6% |
| 30D | +2.0% | +7.5% | -5.5% | -0.3% |
| 3M | -10.1% | -4.3% | -5.8% | -8.6% |
| 6M | +1.0% | -1.5% | +2.5% | +0.4% |
| YTD | +8.5% | +10.5% | -2.1% | +5.6% |
| 1Y | +25.7% | +8.5% | +17.2% | +23.1% |
| All | +25.7% | +7.8% | +17.9% | +23.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling